Pennylane + Tally
Create new Pennylane customers from new Tally submissions
Ensure smooth and efficient data management with this workflow that responds to new submissions in Tally by creating a new customer in Pennylane. Benefit from a seamless information transfer and effortlessly maintain up-to-date records. This process not only boosts productivity but eliminates the risk of manual data entry errors.
Ensure smooth and efficient data management with this workflow that responds to new submissions in Tally by creating a new customer in Pennylane. Benefit from a seamless information transfer and effortlessly maintain up-to-date records. This process not only boosts productivity but eliminates the risk of manual data entry errors.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!
- Free forever for core features
- 14 day trial for premium features & apps
Select a formRequired
Try ItNew Customer V2
Triggers when a new customer is created.
Try ItNew Product V2
Triggers when a new product is created.
Try ItStart 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
Cursor
Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItCursor
Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItCursor
Limit
Sort
Customer ID
Try ItCompany 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
