monday.com + Pennylane integrations
Create Pennylane customers from new monday.com board items
Keep your client data up-to-date seamlessly with this automation. When a new item is added in your monday.com board, it prompts an update in the Pennylane app to create a new customer. This workflow means you don't have to manually transfer data between the two platforms - saving you valuable time and reducing the chance of errors. Stay organized and efficient by streamlining your client management process with this handy solution.
- When this happens...

New Item in BoardTriggers when an item is created in a specific board.TriggerInstant - automatically do this!

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More things you can do with monday.com and Pennylane
Discover other triggers and actions you can use with monday.com and Pennylane
- Board IDRequired
- Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
- Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Column TitleRequired
- Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
- BodyRequired
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- ItemRequired
- Include Updates?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- Subitem IDRequired
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.- Board
- ItemRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Item IDRequired
- ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Customer V2Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Product V2Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Start dateRequired
- Mode typeRequired
- Email recipients
- Payment conditionsRequired
- Payment methodRequired
- Recurring rule TypeRequired
- Recurring rule Interval
- Recurring rule Count
- Day of month (for monthly recurrence)
- Day of week (for weekly recurrence)
- 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 app- Existing product identifier (source_id)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Existing billing subscription identifierRequired
- Start dateRequired
- Mode typeRequired
- Email recipients
- Payment conditionsRequired
- Payment methodRequired
- Recurring rule TypeRequired
- Recurring rule Interval
- Recurring rule Count
- Day of month (for monthly recurrence)
- Day of week (for weekly recurrence)
- 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 found- Existing 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
- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New BoardTriggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Board IDRequired
- Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
- Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New UserTriggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Board IDRequired
- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item NameRequired
- Subitem NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- ItemRequired
- GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- Column to SearchRequired
- Include Subitems?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Item IDRequired
- Column
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Cursor
- 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 plan- Cursor
- 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 plan- Company 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
- Email recipients
- Payment conditions
- Payment method
- Recurring rule Type
- Recurring rule Interval
- Recurring rule Count
- Day of month (for monthly recurrence)
- Day of week (for weekly recurrence)
- Customer ID
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- New Line: Label
- New Line: Quantity
- New Line: Unit Price
- New Line: Unit
- New Line: VAT Rate
- New Line: Description
- New Line: Product ID
- New Line: Ledger Account ID
- New Line: Section Rank
- New Line: Discount
- Update Line: ID
- Update Line: Label
- Update Line: Quantity
- Update Line: Unit Price
- Update Line: Unit
- Update Line: VAT Rate
- Update Line: Description
- Update Line: Product ID
- Update Line: Ledger Account ID
- Update Line: Section Rank
- Update Line: Discount
- Delete Line IDs
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 app- Existing invoice identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Existing quote identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Existing 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 found- Existing 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
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