Skip to content

Connect Pennylane and Webhooks by Zapier to power AI-driven automation

  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 8,000+ apps, 450+ AI tools
  • Free tier available
Choose a Trigger
Choose an Action
Google Logo Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

100%
Help
Pennylane logo
Pennylane
Pennylane logo
Pennylane
1. Choose trigger event
Webhooks by Zapier logo
Webhooks by Zapier
Webhooks by Zapier logo
Webhooks by Zapier
2. Choose action
Pennylane logo
1. Select the event
Setup
Test
Pennylane logo
Pennylane
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Billing Subscription V2" from Pennylane.

Add your action

An action happens after the trigger—such as "Custom Request" in Webhooks by Zapier.

You’re connected!

Zapier seamlessly connects Pennylane and Webhooks by Zapier, 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.

    • 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 name
      Required
    • VAT number
    • Registration number
    • Customer phone
    • Billing address
      Required
    • Billing postal code
      Required
    • Billing city
      Required
    • Billing country code
      Required
    • 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
  • Pennylane triggers, actions, and search
    New Customer V2

    Triggers when a new customer is created.

    Trigger
    Polling
    Try It
    • Start date
      Required
    • Mode type
      Required
    • Mode email settings
      Required
    • Payment conditions
      Required
    • Payment method
      Required
    • Recurring rule Type
      Required
    • Recurring rule Interval
    • Recurring rule Count
    • Customer ID
      Required
    • Currency
    • Customer Invoice Template ID
    • PDF Invoice Free Text
    • PDF Invoice Subject
    • PDF Description
    • Special Mention
    • Language
    • Discount
    • Invoice Line Sections
    • Invoice Line Label
      Required
    • Invoice Line Quantity
      Required
    • Invoice Line Raw Currency Unit Price
      Required
    • Invoice Line Unit
      Required
    • Invoice Line VAT Rate
      Required
    • 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 ID
      Required
    • 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

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

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 Webhooks by Zapier

Retrieve customer data from newly created invoices.

When a new customer invoice is created in Pennylane, Zapier initiates a webhook to extract and retrieve relevant customer data. This eliminates the need for manual checks and ensures customer information is always current and accessible.

Business Owner
Try it
Logging customer creation events.

Whenever a new customer is created in Pennylane, Zapier sends a webhook to add an entry in your system logs. This automation simplifies tracking and auditing processes by maintaining a centralized log for every customer record added.

IT
Get updated product details via webhooks.

Use webhooks to automatically retrieve updated product info from Pennylane whenever there’s a new product addition or update. This helps marketing teams maintain accurate product data for campaigns or promotions without manual synchronization, increasing efficiency.

Marketing & Marketing Ops

Learn how to automate Webhooks by Zapier on the Zapier blog

Make work flow with AI

Level up your Pennylane to Webhooks by Zapier 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.

Frequently Asked Questions about Pennylane + Webhooks by Zapier integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pennylane and Webhooks by Zapier

What triggers are available when integrating PennyLane with Webhooks by Zapier?

When integrating PennyLane with Webhooks by Zapier, you can trigger automation workflows using events such as new transaction entries, changes in user profiles, updates to financial records, and more. You can use these triggers to automatically send data to your desired applications.

pennylane logo
About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Related categories
webhook logo
About Webhooks by Zapier
Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.
Related categories

Connect Pennylane to Webhooks by Zapier on the world's largest no-code automation platform

Google Logo Sign up with Google