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Connect Pennylane and Slack to unlock the power of automation

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

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Pennylane
Pennylane logo
Pennylane
1. Choose trigger event
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Slack
Slack logo
Slack
2. Choose action
Pennylane logo
1. Select the event
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Pennylane
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
    Try It
    • State filter
    • Source filter
    • Customer identifier filter
    Trigger
    Polling
    Try It
  • Pennylane triggers, actions, and search
    New Product

    Triggers when a new product is created.

    Trigger
    Polling
    Try It
    • Customer type (company or individual)
      Required
    Action
    Write
    • State filter
    • Customer identifier filter
    Trigger
    Polling
    Try It
  • Pennylane triggers, actions, and search
    Create Billing Subscription

    Creates a new billing subscription.

    Action
    Write
  • Pennylane triggers, actions, and search
    Create Customer Invoice

    Creates a new customer invoice.

    Action
    Write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

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
Try it
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
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

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.
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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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.
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