Google Sheets + Pennylane

Create spreadsheet rows in Google Sheets for new estimates in Pennylane

Keep your Google Sheets and Pennylane spreadsheets organized and up-to-date with this workflow. Whenever a new column is created in your Pennylane spreadsheet, this automation will also create a matching column in your Google Sheets spreadsheet, helping you maintain consistent structure across multiple platforms. Save time and effort by streamlining your spreadsheet management with this easy-to-use automation.

Keep your Google Sheets and Pennylane spreadsheets organized and up-to-date with this workflow. Whenever a new column is created in your Pennylane spreadsheet, this automation will also create a matching column in your Google Sheets spreadsheet, helping you maintain consistent structure across multiple platforms. Save time and effort by streamlining your spreadsheet management with this easy-to-use automation.

  1. When this happens...
    PennylanePennylane
    New Estimate
    TriggerPolling
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

  • Pennylane triggers, actions, and search

    New Customer V2

    Triggers when a new customer 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
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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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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.

Related categories

  • Accounting