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Pennylane + Trello

Create Trello cards for new Pennylane estimates to easily track and manage them

Effortlessly keep track of new estimates in Pennylane by creating corresponding cards in Trello. With this workflow, whenever a new estimate emerges in Pennylane, a Trello card is created to easily manage and monitor estimates in an organized manner. Improve visibility and streamline your financial processes without any manual intervention.

Effortlessly keep track of new estimates in Pennylane by creating corresponding cards in Trello. With this workflow, whenever a new estimate emerges in Pennylane, a Trello card is created to easily manage and monitor estimates in an organized manner. Improve visibility and streamline your financial processes without any manual intervention.

  1. When this happens...
    PennylanePennylane
    New Estimate

    Triggers when a new estimate is created or when an estimate matches the filter.

    TriggerScheduled
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    ActionWrite
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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
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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
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