Loading

Pennylane + Todoist

Create tasks in Todoist for new customer invoices in Pennylane

Stay organized and enhance productivity with an intelligent workflow that integrates Pennylane with Todoist. When a new customer invoice is generated in Pennylane, a corresponding task will be created in Todoist. This seamless process ensures you carry out timely invoice management while keeping your to-do list updated. A perfect solution to manage your financial tasks effectively.

Stay organized and enhance productivity with an intelligent workflow that integrates Pennylane with Todoist. When a new customer invoice is generated in Pennylane, a corresponding task will be created in Todoist. This seamless process ensures you carry out timely invoice management while keeping your to-do list updated. A perfect solution to manage your financial tasks effectively.

  1. When this happens...
    PennylanePennylane
    New Customer Invoice

    Triggers when a new invoice is created/imported or when an invoice matches the filter.

    TriggerScheduled
  2. automatically do this!
    TodoistTodoist
    Create Task

    Creates a new task.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • State filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
    • State filter

    • Source filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
  • Pennylane triggers, actions, and search

    New Product

    Triggers when a new product is created.

    Trigger
    Scheduled
    Try It
    • Customer type (company or individual)Required

    Action
    Write
    • State filter

    • Customer identifier filter

    Trigger
    Scheduled
    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
pennylane logo
pennylane logo

About Pennylane

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

Related categories

  • Accounting
todoist logo

Related categories

Similar apps

Trello integrationsTrello integrations

Trello

Project Management
Asana integrationsAsana integrations

Asana

Project Management
Google Tasks integrationsGoogle Tasks integrations

Google Tasks

Google, Task Management