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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Customer" from Karlia.

Add your action

An action happens after the trigger—such as "Create Billing Subscription V2" in Pennylane.

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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.

New Customer
Triggers when a new customer is created.
Trigger
Instant
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Delete Customer
Triggers when a customer is deleted.
Trigger
Instant
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Update Supplier
Triggers when a supplier is updated.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
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Delete Contact
Triggers when a contact is delete.
Trigger
Instant
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Update Opportunity
Triggers when an opportunity is updated.
Trigger
Instant
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Update Opportunity Column Number
Triggers when a column number of an opportunity is updated.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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Delete Quote
Triggers when a quote is deleted
Trigger
Instant
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Update Order
Triggers when a order is updated.
Trigger
Instant
Try It
New Delivery
Triggers when a new delivery is created.
Trigger
Instant
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Delete Delivery
Triggers when a delivery is deleted.
Trigger
Instant
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Update Invoice
Triggers when an invoice is updated.
Trigger
Instant
Try It
New Product
Triggers when a new product is created.
Trigger
Instant
Try It
Delete Product
Triggers when a product is deleted.
Trigger
Instant
Try It
Update Equipment
Triggers when an equipment is updated.
Trigger
Instant
Try It
New Purchase
Triggers when a new purchase is created.
Trigger
Instant
Try It
Delete Purchase
Triggers when a purchase is deleted.
Trigger
Instant
Try It
Update Supplier Order
Triggers when a supplier order is updated..
Trigger
Instant
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New Suppler Delivery
Triggers when a new supplier delivery is created.
Trigger
Instant
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Delete Supplier Delivery
Triggers when a supplier delivery is deleted.
Trigger
Instant
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Update Supplier Invoice
Triggers when a supplier invoice is updated.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
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Delete Event
Triggers when an event is deleted.
Trigger
Instant
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Update Note
Triggers when a note is updated.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Delete Task
Triggers when a task is deleted.
Trigger
Instant
Try It
Update Time
Triggers when a time is updated.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
Delete Project
Triggers when a project is deleted.
Trigger
Instant
Try It
Update Project Task
Triggers when a project task is updated.
Trigger
Instant
Try It
Update Project Task Column Number
Triggers when a column number of a project task is updated.
Trigger
Instant
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New Project Subtask
Triggers when a new project subtask is created.
Trigger
Instant
Try It
Update Project Subtask Status
Triggers when a project subtask status is updated.
Trigger
Instant
Try It
New Ticket
Triggers when a new ticket is created.
Trigger
Instant
Try It
Update Ticket Status
Triggers when a ticket status is updated.
Trigger
Instant
Try It
- Customer / Supplier
  Required
- Civility
- Firstname
- Lastname
  Required
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
Action
Write
- Type
- Do you want to add the document in a new opportunity ?
  Required
- Proposal description
- Status
- Title
- Document date
- Customer reference
- Description
- Payment by Stripe
- Document template
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility in the agenda
- Used in times
- Time Type
- Billable Time
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Project
- Date
- Title
- Description
Action
Write
- Title
  Required
- Reference
- Category
- Description
- Sales price HT
- VAT
- Unit
Action
Write
- Project
  Required
- Title
  Required
- Section
- Starting date
- Due date
- Time estimated
- User
Action
Write
- Name
  Required
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Pipeline
- Title
- Priority
- Group
- User assigned
- Skill
- Customer
- Contact
- Opportunity
- Project
- Equipment
- User shared
- Do you want more options ?
Action
Write
- Is it a Customer Contact or a Supplier Contact?
  Required
- Contact
  Required
- Custom Field
  Required
Action
Write
- Equipment
  Required
- Custom Field
  Required
Action
Write
- Project
  Required
- Custom field
Action
Write
- Ticket
- Custom field
Action
Write
- Quick Search
- Prospect
- Type
- Status
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Document
  Required
- Status
- Title
- Document date
- Expiration date
- Payment condition
- Customer reference
- Description
- Payment by Stripe
- Document template
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility in the agenda
- Used in times
- Time Type
- Billable Time
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Project
- Date
- Title
- Description
Action
Write
- Product
  Required
- Title
- Reference
- Category
- Description
- Sales price HT
- VAT
- Unit
Action
Write
- Project
  Required
- Title
- Status
- Section
- Starting date
- Due Date
- Time estimated
- User
Action
Write
- Supplier
  Required
- Name
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Ticket
  Required
- Title
- Priority
- Group
- User assigned
- Skill
- Customer
- Contact
- Opportunity
- Project
- Equipment
- User shared
- Do you want more options ?
Action
Write
- Do you want an advanced search ?
Action
Search
- Do you want an advanced search ?
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id_project
  Required
- id
  Required
Action
Search
- id
  Required
Action
Search
- Do you want an advanced search ?
- Customer / Supplier
  Required
- Civility
- Firstname
- Lastname
  Required
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
Action
Search or write
- Search by Customer or Supplier
- And/or Status
- And/or Condition
- And/or Title
- Pipeline
  Required
- Customer
  Required
- Title
- Step
- Client Manager
- Status
- Condition
Action
Search or write
- 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
- Invoice date
  Required
- Invoice deadline
  Required
- Customer ID
  Required
- Draft invoice
  Required
- 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 label
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write
- Customer ID
  Required
- 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
Action
Write
- Quote date
  Required
- Quote deadline
  Required
- Customer ID
  Required
- 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
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write
- Subscription ID
  Required
- 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
Action
Write
- Existing billing subscription identifier
  Required
Action
Search
- Existing invoice identifier
  Required
Action
Search
- Existing quote identifier
  Required
Action
Search
- Existing invoice identifier
  Required
- Invoice date
  Required
- Invoice deadline
  Required
- Customer ID
  Required
- Draft invoice
  Required
- 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 label
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Search or write
- Existing quote identifier
  Required
- Quote date
  Required
- Quote deadline
  Required
- Customer ID
  Required
- 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
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Search or write

Update Customer
Triggers when a customer is updated.
Trigger
Instant
Try It
New Supplier
Trigger when a new supplier is created.
Trigger
Instant
Try It
Delete Supplier
Triggers when a supplier is deleted.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Update Opportunity Status
Triggers when an opportunity status is updated.
Trigger
Instant
Try It
Delete Opportunity
Triggers when an opportunity is deleted.
Trigger
Instant
Try It
Update Quote
Triggers when a quote is updated.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
Delete Order
Triggers when an order is deleted.
Trigger
Instant
Try It
Update Delivery
Triggers when a delivery is updated.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
Delete Invoice
Triggers when an invoice is deleted.
Trigger
Instant
Try It
Update Product
Triggers when a product is updated.
Trigger
Instant
Try It
New Equipment
Triggers when a new equipment is created.
Trigger
Instant
Try It
Delete Equipment
Triggers when an equipement is deleted.
Trigger
Instant
Try It
Update Purchase
Triggers when a purchase is updated.
Trigger
Instant
Try It
New Supplier Order
Triggers when a new supplier order is created.
Trigger
Instant
Try It
Delete Supplier Order
Triggers when a supplier order is deleted.
Trigger
Instant
Try It
Update Supplier Delivery
Triggers when a supplier delivery is updated
Trigger
Instant
Try It
New Supplier Invoice
Triggers when a new supplier invoice is created.
Trigger
Instant
Try It
Delete Supplier Invoice
Triggers when a supplier invoice is deleted.
Trigger
Instant
Try It
Update Event
Triggers when an event is updated.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
Delete Note
Triggers when a note is deleted.
Trigger
Instant
Try It
Update Task
Triggers when a task is updated.
Trigger
Instant
Try It
New Time
Triggers when a new time is created.
Trigger
Instant
Try It
Delete Time
Triggers when a time is deleted.
Trigger
Instant
Try It
Update Project
Triggers when a project is updated.
Trigger
Instant
Try It
New Project Task
Triggers when a new project task is created.
Trigger
Instant
Try It
Update Project Task Status
Triggers when a project task status is updated.
Trigger
Instant
Try It
Delete Project Task
Triggers when a project task is deleted.
Trigger
Instant
Try It
Update Project Subtask
Triggers when a project subtask is updated.
Trigger
Instant
Try It
Delete Project Subtask
Triggers when a project subtask is deleted.
Trigger
Instant
Try It
Update Ticket
Triggers when a ticket is updated.
Trigger
Instant
Try It
Delete Ticket
Triggers when a ticket is deleted.
Trigger
Instant
Try It
- Type
  Required
- Status
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Title
  Required
- Reference
- Description
- Serial number
- Customer
Action
Write
- Supplier
- Status
- Reference
- Expense date
- Due date
- Description
- Chart of accounts
- Total HT
- VAT
Action
Write
- Pipeline
  Required
- Customer
  Required
- Title
- Step
- Client Manager
- Status
- Condition
Action
Write
- Title
  Required
- User
  Required
- Columns
- Customer / Supplier
- Opportunity
- Starting date
- Due date
- Status
- Condition
Action
Write
- Project
  Required
- Title
  Required
- Column number
- Description
- Priority
- Starting date
- Due Date
- Time estimated
- User
- Customer / Supplier
- Opportunity
- Condition
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility
- Used in times
- Time type
- Billable Time
Action
Write
- User
  Required
- Project
- Customer / Supplier
- Opportunity
- Type
- Billable time
- Date
- Time done
- Planned time
- Description
Action
Write
- Customer
  Required
- Custom Field
  Required
Action
Write
- Opportunity
- Custom Field
Action
Write
- Supplier
- Custom Field
Action
Write
- Contact
  Required
- Civility
- Firstname
- Lastname
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
Action
Write
- Customer
  Required
- Type
- Status
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Equipment
  Required
- Title
- Reference
- Serial Number
- Customer
Action
Write
- Expense
  Required
- Supplier
- Status
- Reference
- Expense date
- Due date
- Description
- Chart of accounts
- Total HT
- VAT
Action
Write
- Opportunity
  Required
- Pipeline
- Title
- Step
- Client Manager
- Status
- Condition
Action
Write
- Project
  Required
- title
- User
- Columns
- Customer / Supplier
- Opportunity
- Starting date
- Due Date
- Status
- Condition
Action
Write
- Project
  Required
- Title
- Column number
- Descritpion
- Priority
- Starting Date
- Due date
- Time estimated
- User
- Customer / Supplier
- Opportunity
- Condition
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility
- Used in times
- Time Types
- Billable Time
Action
Write
- Do you want an advanced search ?
Action
Search
- Search by Customer or Supplier
- And/or Status
- And/or Condition
- And/or Title
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id_project
  Required
- id_task
  Required
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- Do you want an advanced search ?
- Type
  Required
- Status
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Search or write
- Do you want an advanced search ?
- Name
  Required
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Search or write
New Customer V2
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product V2
Triggers when a new product 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
- Customer first name
  Required
- Customer last name
  Required
- 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
- Product label
  Required
- Product description
- Product VAT rate
  Required
- Product price (before tax)
  Required
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Write
- Quote ID
  Required
- 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
Action
Write
- Product ID
  Required
- Product label
- Product description
- Product VAT rate
- Product price (before tax)
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Write
- Existing customer identifier (source_id)
  Required
Action
Search
- Existing product identifier (source_id)
  Required
Action
Search
- Existing billing subscription identifier
  Required
- 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
Search or write
- Existing product identifier (source_id)
  Required
- Product label
  Required
- Product description
- Product VAT rate
  Required
- Product price (before tax)
  Required
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Search or write

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Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Karlia to Pennylane integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Karlia

Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.