Pennylane + VideoAsk

Generate estimates in Pennylane for new responses in VideoAsk

Effortlessly manage your client estimates with this VideoAsk and Pennylane workflow. Whenever you receive a new response from a respondent in VideoAsk, an estimate is created in Pennylane. This automation streamlines your proposal process, saving you time and ensuring consistency in your client communications.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

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Supported triggers and actions

- Organization
- VideoaskRequired
Trigger
Instant
Try It
- Organization
- VideoaskRequired
Trigger
Instant
Try It
- Organization IdRequired
- Name
- EmailRequired
- Phone Number
Action
Write
- Cursor
- Limit
- Sort
- Customer ID
- Invoice Number
- Draft Status
- Credit Note
- External Reference
Trigger
Polling
Try It
- Cursor
- Limit
- Sort
- Customer ID
- Invoice Number
- Draft Status
- Credit Note
- External Reference
Trigger
Polling
Try It

- Cursor
- Limit
- Sort
- Customer ID
Trigger
Polling
Try It
- Company nameRequired
- VAT number
- Registration number
- Customer phone
- Billing addressRequired
- Billing postal codeRequired
- Billing cityRequired
- Billing country codeRequired
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write

- Invoice dateRequired
- Invoice deadlineRequired
- Customer IDRequired
- Draft invoiceRequired
- Invoice template ID
- Additional free field
- Invoice title
- Invoice description
- Invoice currency
- Special mentions
- Invoice language
- External reference
- Discount type
- Discount value
- Banking provider
- Provider field name
- Provider field value
- Section title
- Section description
- Section rank
- Line labelRequired
- QuantityRequired
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)Required
- UnitRequired
- VAT rateRequired
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write
- Customer IDRequired
- Customer first name
- Customer last name
- Customer phone
- Billing address
- Billing postal code
- Billing city
- Billing country code
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Quote dateRequired
- Quote deadlineRequired
- Customer IDRequired
- Quote template ID
- Additional free field
- Quote subject
- Quote description
- Quote currency
- Special mentions
- Quote language
- External reference
- Discount type
- Discount value
- Section title
- Section description
- Section rank
- Line labelRequired
- QuantityRequired
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)Required
- UnitRequired
- VAT rateRequired
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write
- Subscription IDRequired
- Stop subscription
- Mode type
- Mode email settings
- Payment conditions
- Payment method
- Recurring rule Type
- Recurring rule Interval
- Recurring rule Count
- Customer ID
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- Invoice Line Label
- Invoice Line Quantity
- Invoice Line Raw Currency Unit Price
- Invoice Line Unit
- Invoice Line VAT Rate
- Invoice Line Description
- Invoice Line Product ID
- Invoice Line Ledger Account ID
- Invoice Line Section Rank
- Invoice Line Discount Type
- Invoice Line Discount Value
Action
Write
- Existing billing subscription identifierRequired
Action
Search
- Existing invoice identifierRequired
Action
Search
- Existing quote identifierRequired
Action
Search
- Existing invoice identifierRequired
- Invoice dateRequired
- Invoice deadlineRequired
- Customer IDRequired
- Draft invoiceRequired
- Invoice template ID
- Additional free field
- Invoice title
- Invoice description
- Invoice currency
- Special mentions
- Invoice language
- External reference
- Discount type
- Discount value
- Banking provider
- Provider field name
- Provider field value
- Section title
- Section description
- Section rank
- Line labelRequired
- QuantityRequired
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)Required
- UnitRequired
- VAT rateRequired
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Search or write
- Existing quote identifierRequired
- Quote dateRequired
- Quote deadlineRequired
- Customer IDRequired
- Quote template ID
- Additional free field
- Quote subject
- Quote description
- Quote currency
- Special mentions
- Quote language
- External reference
- Discount type
- Discount value
- Section title
- Section description
- Section rank
- Line labelRequired
- QuantityRequired
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)Required
- UnitRequired
- VAT rateRequired
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Search or write

- Organization
- VideoaskRequired
Trigger
Instant
Try It
- VideoaskRequired
- Name
- EmailRequired
- Phone Number
- Product Name
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Customer V2
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product V2
Triggers when a new product is created.
Trigger
Polling
Try It
- Start dateRequired
- Mode typeRequired
- Mode email settingsRequired
- Payment conditionsRequired
- Payment methodRequired
- Recurring rule TypeRequired
- Recurring rule Interval
- Recurring rule Count
- Customer IDRequired
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- Invoice Line LabelRequired
- Invoice Line QuantityRequired
- Invoice Line Raw Currency Unit PriceRequired
- Invoice Line UnitRequired
- Invoice Line VAT RateRequired
- Invoice Line Description
- Invoice Line Product ID
- Invoice Line Ledger Account ID
- Invoice Line Section Rank
- Invoice Line Discount Type
- Invoice Line Discount Value
Action
Write
- Customer IDRequired
- Company name
- VAT number
- Registration number
- Customer phone
- Billing address
- Billing postal code
- Billing city
- Billing country code
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Customer first nameRequired
- Customer last nameRequired
- Customer phone
- Billing addressRequired
- Billing postal codeRequired
- Billing cityRequired
- Billing country codeRequired
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Product labelRequired
- Product description
- Product VAT rateRequired
- Product price (before tax)Required
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Write
- Quote IDRequired
- Quote date
- Quote deadline
- Customer ID
- Quote template ID
- Additional free field
- Quote subject
- Quote description
- Quote currency
- Special mentions
- Quote language
- External reference
- Discount type
- Discount value
- Section title
- Section description
- Section rank
- Line label
- Quantity
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
- Unit
- VAT rate
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write
- Product IDRequired
- Product label
- Product description
- Product VAT rate
- Product price (before tax)
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Write
- Existing customer identifier (source_id)Required
Action
Search
- Existing product identifier (source_id)Required
Action
Search
- Existing billing subscription identifierRequired
- Start dateRequired
- Mode typeRequired
- Mode email settingsRequired
- Payment conditionsRequired
- Payment methodRequired
- Recurring rule TypeRequired
- Recurring rule Interval
- Recurring rule Count
- Customer IDRequired
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- Invoice Line LabelRequired
- Invoice Line QuantityRequired
- Invoice Line Raw Currency Unit PriceRequired
- Invoice Line UnitRequired
- Invoice Line VAT RateRequired
- Invoice Line Description
- Invoice Line Product ID
- Invoice Line Ledger Account ID
- Invoice Line Section Rank
- Invoice Line Discount Type
- Invoice Line Discount Value
Action
Search or write
- Existing product identifier (source_id)Required
- Product labelRequired
- Product description
- Product VAT rateRequired
- Product price (before tax)Required
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Search or write