Pennylane Integrations

Name: Zapier
Availability: InStock

Do more with Pennylane integrations

Zapier lets you connect Pennylane with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Start free with email

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Free forever for core features
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Or pick an app to pair with

Pipedrive

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

Notion

Task Management

ThriveCart

eCommerce

Shopify

eCommerce

Docusign

Signatures

Airtable

Databases

monday.com

Project Management

Pipedrive

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

Notion

Task Management

ThriveCart

eCommerce

Shopify

eCommerce

Pipedrive

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

Notion

Task Management

ThriveCart

eCommerce

Shopify

eCommerce

Docusign

Signatures

Airtable

Databases

monday.com

Project Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Pennylane integrations with Zapier's templates

Send channel messages in Slack for new customer invoices in Pennylane
Details
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Pennylane + Slack
Send channel messages in Slack for new Pennylane estimates
Details
Try it
Pennylane + Slack
Create new Airtable records for every new estimate in Pennylane
Details
Try it
Pennylane + Airtable
Create customer invoices in Pennylane for new Woocomerce orders
Details
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WooCommerce + Pennylane
Create customers in Pennylane when new contacts are created or updated in Hubspot
Details
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HubSpot + Pennylane
Send Gmail reminders for new customer invoices in Pennylane
Details
Try it
Pennylane + Gmail

Send channel messages in Slack for new customer invoices in Pennylane

Details

Try it

Pennylane + Slack

Send channel messages in Slack for new Pennylane estimates

Details

Try it

Pennylane + Slack

Create new Airtable records for every new estimate in Pennylane

Details

Try it

Pennylane + Airtable

Create customer invoices in Pennylane for new Woocomerce orders

Details

Try it

WooCommerce + Pennylane

Create customers in Pennylane when new contacts are created or updated in Hubspot

Details

Try it

HubSpot + Pennylane

Send Gmail reminders for new customer invoices in Pennylane

Details

Try it

Pennylane + Gmail

Create Pennylane customers from new Pipedrive organizations

Details

Try it

Pipedrive + Pennylane

Create Google Sheets spreadsheet rows from new customer invoices in Pennylane

Details

Try it

Pennylane + Google Sheets

Send Gmail emails for new Pennylane customer invoices

Details

Try it

Pennylane + Gmail

Send smsmode messages for new customer invoices in Pennylane

Details

Try it

Pennylane + smsmode

Create spreadsheet rows in Google Sheets for new estimates in Pennylane

Details

Try it

Pennylane + Google Sheets

Create customer invoices in Pennylane from new spreadsheet rows in Google Sheets

Details

Try it

Google Sheets + Pennylane

Create Pennylane customers from new Pipedrive organizations
Details
Try it
Pipedrive + Pennylane
Create Google Sheets spreadsheet rows from new customer invoices in Pennylane
Details
Try it
Pennylane + Google Sheets
Send Gmail emails for new Pennylane customer invoices
Details
Try it
Pennylane + Gmail
Send smsmode messages for new customer invoices in Pennylane
Details
Try it
Pennylane + smsmode
Create spreadsheet rows in Google Sheets for new estimates in Pennylane
Details
Try it
Pennylane + Google Sheets
Create customer invoices in Pennylane from new spreadsheet rows in Google Sheets
Details
Try it
Google Sheets + Pennylane

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.

- State filter
- Customer identifier filter
Trigger
Polling
Try It
- State filter
- Source filter
- Customer identifier filter
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
- Customer type (company or individual)
  Required
Action
Write
Create Estimate
Creates a new estimate.
Action
Write

- Existing invoice identifier
  Required
Action
Write
- Customer Identifier
  Required
Action
Write

Update Billing Subscription
Updates Billing Subscription.
Action
Write

New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- State filter
- Customer identifier filter
Trigger
Polling
Try It
Create Billing Subscription
Creates a new billing subscription.
Action
Write
Create Customer Invoice
Creates a new customer invoice.
Action
Write
- Product label
  Required
- Product description
- Product VAT rate
  Required
- Product price (including taxes)
  Required
- Product unit
  Required
- Product currency
  Required
- Product reference
- Product identifier
- Product substance
Action
Write
- Existing estimate identifier
  Required
Action
Write
- Product identifier
  Required
- Product label
- Product description
- Product VAT rate
- Product price (including taxes)
- Product unit
- Product currency
- Product reference
- Product substance
Action
Write
- Existing estimate identifier
  Required
- Estimate status
  Required
Action
Write

Pennylane Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Pennylane

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

HelpHelp

Related categories

Accounting

Pennylane Integrations

Do more with Pennylane integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Pennylane integrations with Zapier's templates

Send channel messages in Slack for new customer invoices in Pennylane

Send channel messages in Slack for new Pennylane estimates

Create new Airtable records for every new estimate in Pennylane

Create customer invoices in Pennylane for new Woocomerce orders

Create customers in Pennylane when new contacts are created or updated in Hubspot

Send Gmail reminders for new customer invoices in Pennylane

Send channel messages in Slack for new customer invoices in Pennylane

Send channel messages in Slack for new Pennylane estimates

Create new Airtable records for every new estimate in Pennylane

Create customer invoices in Pennylane for new Woocomerce orders

Create customers in Pennylane when new contacts are created or updated in Hubspot

Send Gmail reminders for new customer invoices in Pennylane

Create Pennylane customers from new Pipedrive organizations

Create Google Sheets spreadsheet rows from new customer invoices in Pennylane

Send Gmail emails for new Pennylane customer invoices

Send smsmode messages for new customer invoices in Pennylane

Create spreadsheet rows in Google Sheets for new estimates in Pennylane

Create customer invoices in Pennylane from new spreadsheet rows in Google Sheets

Create Pennylane customers from new Pipedrive organizations

Create Google Sheets spreadsheet rows from new customer invoices in Pennylane

Send Gmail emails for new Pennylane customer invoices

Send smsmode messages for new customer invoices in Pennylane

Create spreadsheet rows in Google Sheets for new estimates in Pennylane

Create customer invoices in Pennylane from new spreadsheet rows in Google Sheets

Supported triggers and actions

Pennylane Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Pennylane Integrations

Popular Pennylane Integrations

Pennylane Integrations

Do more with Pennylane integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Send channel messages in Slack for new customer invoices in Pennylane

Send channel messages in Slack for new Pennylane estimates

Create new Airtable records for every new estimate in Pennylane

Create customer invoices in Pennylane for new Woocomerce orders

Create customers in Pennylane when new contacts are created or updated in Hubspot

Send Gmail reminders for new customer invoices in Pennylane

Send channel messages in Slack for new customer invoices in Pennylane

Send channel messages in Slack for new Pennylane estimates

Create new Airtable records for every new estimate in Pennylane

Create customer invoices in Pennylane for new Woocomerce orders

Create customers in Pennylane when new contacts are created or updated in Hubspot

Send Gmail reminders for new customer invoices in Pennylane

Create Pennylane customers from new Pipedrive organizations

Create Google Sheets spreadsheet rows from new customer invoices in Pennylane

Send Gmail emails for new Pennylane customer invoices

Send smsmode messages for new customer invoices in Pennylane

Create spreadsheet rows in Google Sheets for new estimates in Pennylane

Create customer invoices in Pennylane from new spreadsheet rows in Google Sheets

Create Pennylane customers from new Pipedrive organizations

Create Google Sheets spreadsheet rows from new customer invoices in Pennylane

Send Gmail emails for new Pennylane customer invoices

Send smsmode messages for new customer invoices in Pennylane

Create spreadsheet rows in Google Sheets for new estimates in Pennylane

Create customer invoices in Pennylane from new spreadsheet rows in Google Sheets

Pennylane Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Pennylane Integrations

Popular Pennylane Integrations

Connect Your App Accounts to Zapier