Google Sheets + Pennylane

Update Google Sheets rows for new Pennylane billing subscriptions

Upgrade your financial processes with this handy workflow. As soon as a new billing subscription is noted in your Pennylane app, this automation will immediately update the corresponding row in your Google Sheets spreadsheet. This seamless process saves time, eradicates manual data entry errors, and keeps your billing information consistently up-to-date. Enjoy streamlined financial management without lifting a finger.

Upgrade your financial processes with this handy workflow. As soon as a new billing subscription is noted in your Pennylane app, this automation will immediately update the corresponding row in your Google Sheets spreadsheet. This seamless process saves time, eradicates manual data entry errors, and keeps your billing information consistently up-to-date. Enjoy streamlined financial management without lifting a finger.

  1. When this happens...
    PennylanePennylane
    TriggerPolling
  2. automatically do this!
    Google SheetsGoogle Sheets
    Update Spreadsheet Row(s)

    Update one or more rows in a specific spreadsheet (with line item support).

    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
google-sheets logo
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