Airtable + Pennylane
Create new Pennylane customers from new Airtable records
Leverage this workflow to streamline your customer management process. Each time a new record is added in Airtable, it triggers a process to create a customer profile directly in your Pennylane app. Simplify your data entry, save time and ensure your customer details are always updated and easily accessible for better business management.
Leverage this workflow to streamline your customer management process. Each time a new record is added in Airtable, it triggers a process to create a customer profile directly in your Pennylane app. Simplify your data entry, save time and ensure your customer details are always updated and easily accessible for better business management.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBaseRequired
TableRequired
RecordRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Cache Copy
BaseRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Help Text
Primary lookup fieldRequired
Secondary lookup field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
RecordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Number of RecordsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Search by Field
Search Value
Search type
Search Formula
Limit to View
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
Search KeywordRequired
Search In
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch KeywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
TableRequired
Search by Field
Search Value
Search type
Search Formula
Limit to View
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Customer V2
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product V2
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStart 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product labelRequired
Product description
Product VAT rateRequired
Product price (before tax)Required
Product unit
Product currency
Product reference
Product identifier
Ledger account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Product label
Product description
Product VAT rate
Product price (before tax)
Product unit
Product currency
Product reference
Product identifier
Ledger account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Existing customer identifier (source_id)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting product identifier (source_id)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExisting 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBaseRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Workspace IDRequired
Number of TablesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
Table NameRequired
Table Description
Primary Field Name
Primary Field Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
RecordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
Table IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCursor
Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCursor
Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Existing billing subscription identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting invoice identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting quote identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExisting 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Airtable
Related categories
About Pennylane
Related categories
Related Zap Templates
- Create new Airtable records for every new estimate in Pennylane
- Create new Airtable records for Pennylane customers
- Create Pennylane customers from new or updated Airtable records
- Create or update Airtable records every time new estimates roll in on Pennylane
- Create Airtable records from new Pennylane customer invoices
- Update Pennylane customers when new records are added in Airtable
- Create Airtable records from new Pennylane customer invoices
- Create or update Airtable records when new customer invoices come in Pennylane
- Update Pennylane customers with new or updated records from Airtable
- Create or update Airtable records each time a new customer is added in Pennylane