Pennylane + swiDOC
Archive new Pennylane invoices in swiDOC
This Zap automatically captures every new invoice generated in Pennylane and saves it directly to swiDOC for long-term, compliant archiving. You’ll always have a reliable, secure invoice archive without extra effort.
This Zap automatically captures every new invoice generated in Pennylane and saves it directly to swiDOC for long-term, compliant archiving. You’ll always have a reliable, secure invoice archive without extra effort.
- When this happens...New Customer Invoice
Triggers when a new invoice is created/imported or when an invoice matches the filter.
- automatically do this!Archive Document
Archives a new document in swiDOC.
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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 swiDOC
swiDOC is a secure e-archiving solution that stores documents tamper-proof, keeps them organized, and accessible anytime.