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Notion + Pennylane

Create Notion database items for new customer invoices in Pennylane

Manage your financial records seamlessly with this simple workflow. Whenever a new customer invoice is issued in Pennylane, an item will be created instantly in your Notion database. This efficient process ensures you have a clean, well-organized and comprehensively updated record of each invoice issued to new customers. Simplify your business accounting with this easy-to-use tool that lets you focus more on your customers.

Manage your financial records seamlessly with this simple workflow. Whenever a new customer invoice is issued in Pennylane, an item will be created instantly in your Notion database. This efficient process ensures you have a clean, well-organized and comprehensively updated record of each invoice issued to new customers. Simplify your business accounting with this easy-to-use tool that lets you focus more on your customers.

  1. When this happens...
    PennylanePennylane
    TriggerPolling
  2. automatically do this!
    NotionNotion
    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
  • Pennylane triggers, actions, and search

    New Product V2

    Triggers when a new product 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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About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Related categories

  • Task Management
pennylane logo
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

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