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Pennylane + Zoho Forms

Create estimates in Pennylane from new form entries in Zoho Forms

Effortlessly create estimates in Pennylane whenever a new form entry is submitted in Zoho Forms with this seamless workflow. As soon as someone fills out your Zoho Forms, an estimate will be generated in Pennylane, saving you time and ensuring prompt responses to prospective clients. Simplify your quoting process and stay on top of your business with this efficient automation.

Effortlessly create estimates in Pennylane whenever a new form entry is submitted in Zoho Forms with this seamless workflow. As soon as someone fills out your Zoho Forms, an estimate will be generated in Pennylane, saving you time and ensuring prompt responses to prospective clients. Simplify your quoting process and stay on top of your business with this efficient automation.

  1. When this happens...
    Zoho FormsZoho Forms
    New Form Entry

    Triggers when a new form entry is submitted.

    TriggerInstant
  2. automatically do this!
    PennylanePennylane
    Create Estimate

    Creates a new estimate.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • 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
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    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
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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.
Learn more

Related categories

  • Accounting
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