Connect Pennylane and Slack to unlock the power of automation

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Quickly connect Pennylane to Slack with a Zapier template.

Our most popular template

Send channel messages in Slack for new customer invoices in Pennylane
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Pennylane + Slack
Send channel messages in Slack for new Pennylane estimates
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Pennylane + Slack
Notify team with Slack messages when new customers join through Pennylane
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Pennylane + Slack
Send direct messages in Slack for new billing subscriptions in Pennylane
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Pennylane + Slack
Send private channel messages in Slack for new customer invoices in Pennylane
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Pennylane + Slack

Send channel messages in Slack for new customer invoices in Pennylane

Details

Try it

Pennylane + Slack

Send channel messages in Slack for new Pennylane estimates

Details

Try it

Pennylane + Slack

Notify team with Slack messages when new customers join through Pennylane

Details

Try it

Pennylane + Slack

Send direct messages in Slack for new billing subscriptions in Pennylane

Details

Try it

Pennylane + Slack

Send private channel messages in Slack for new customer invoices in Pennylane

Details

Try it

Pennylane + Slack

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Pennylane with Slack - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Billing Subscription" from Pennylane.

Add your action

An action happens after the trigger—such as "Add Reminder" in Slack.

You’re connected!

Zapier seamlessly connects Pennylane and Slack, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- State filter
- Customer identifier filter
Trigger
Polling
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- State filter
- Source filter
- Customer identifier filter
Trigger
Polling
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New Product
Triggers when a new product is created.
Trigger
Polling
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- Customer type (company or individual)
  Required
Action
Write
Create Estimate
Creates a new estimate.
Action
Write

- Existing invoice identifier
  Required
Action
Write
- Customer Identifier
  Required
Action
Write

Update Billing Subscription
Updates Billing Subscription.
Action
Write
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- Search Query
  Required
- Optimized data
Trigger
Polling
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- Conversation ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
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- Zap Identifier
- Access type
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- Conversation ID
  Required
Action
Write
- Channel
  Required
- Users
  Required
Action
Write
- Allowed_delete_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
Action
Write
- Allowed_edit_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel
  Required
- Topic
  Required
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Search Query
  Required
- Sort By
- Sort Direction
Action
Search
- ID
  Required
- Return Raw Results?
Action
Search
- Username
  Required
- Return Raw Results?
Action
Search

New Customer
Triggers when a new customer is created.
Trigger
Polling
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- State filter
- Customer identifier filter
Trigger
Polling
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Create Billing Subscription
Creates a new billing subscription.
Action
Write
Create Customer Invoice
Creates a new customer invoice.
Action
Write
- Product label
  Required
- Product description
- Product VAT rate
  Required
- Product price (including taxes)
  Required
- Product unit
  Required
- Product currency
  Required
- Product reference
- Product identifier
- Product substance
Action
Write
- Existing estimate identifier
  Required
Action
Write
- Product identifier
  Required
- Product label
- Product description
- Product VAT rate
- Product price (including taxes)
- Product unit
- Product currency
- Product reference
- Product substance
Action
Write
- Existing estimate identifier
  Required
- Estimate status
  Required
Action
Write
New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include_alias
Trigger
Instant
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- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
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- Channel
  Required
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- Text
  Required
- Remind when?
  Required
- Remind who?
Action
Write
- Conversation ID
  Required
- Scheduled As
  Required
- Scheduled Message ID
  Required
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Send Multi Message
- Message Text
  Required
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Channel Name
  Required
Action
Write
- Status_copy
- Approval request message
  Required
- Send message as
  Required
- Approval type
  Required
- Zap_id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Conversation ID
  Required
- Message TS (ID)
  Required
Action
Search
- Email
  Required
- Return Raw Results?
Action
Search
- Full Name
  Required
- Return Raw Results?
Action
Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Pennylane and Slack

Get alerted via Slack for new customer invoices

Keep track of your finances without needing to check Pennylane manually. When a new customer invoice is created in Pennylane, Zapier triggers an alert in your designated Slack channel, keeping you up-to-date on billing activities in real-time.

Business Owner

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Alert Slack for every new product addition

When a new product is added in Pennylane, Zapier triggers a Slack notification to your marketing channel, helping the team act quickly on promotional campaigns or updates.

Marketing & Marketing Ops

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Notify team in Slack about new estimates

Streamline project updates by instantly notifying your team in Slack when a new estimate is created in Pennylane. Gains transparency and ensures everyone is on the same page about budget details.

Project Management

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Learn how to automate Slack on the Zapier blog

Make work flow with AI

Level up your Pennylane to Slack integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

HelpHelp

Related categories

Accounting

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn moreLearn moreHelpHelp

Related categories

Team Chat

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Team Chat

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Microsoft, Team Chat

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Team Chat

Connect Pennylane to Slack on the world's largest no-code automation platform

Explore Pennylane + Slack Integrations

pipedrive

Explore Pennylane + Slack Integrations

pipedrive

Connect Pennylane and Slack to unlock the power of automation

Set up your first integration

Send channel messages in Slack for new customer invoices in Pennylane

Send channel messages in Slack for new Pennylane estimates

Notify team with Slack messages when new customers join through Pennylane

Send direct messages in Slack for new billing subscriptions in Pennylane

Send private channel messages in Slack for new customer invoices in Pennylane

Send channel messages in Slack for new customer invoices in Pennylane

Send channel messages in Slack for new Pennylane estimates

Notify team with Slack messages when new customers join through Pennylane

Send direct messages in Slack for new billing subscriptions in Pennylane

Send private channel messages in Slack for new customer invoices in Pennylane

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Pennylane and Slack

Get alerted via Slack for new customer invoices

Alert Slack for every new product addition

Notify team in Slack about new estimates

Learn how to automate Slack on the Zapier blog

Automatically send a Slack message for new Google Sheets activity

How to automatically summarize Slack threads

Automatically set your Slack channel topic

Make work flow with AI

Connect Pennylane to Slack on the world's largest no-code automation platform

Explore Pennylane + Slack Integrations

Explore Pennylane + Slack Integrations