Pennylane + Squarespace Forms

Create Pennylane estimates from new Squarespace Forms form submissions

Effortlessly generate estimates in Pennylane whenever there's a new form submission in Squarespace Forms with this seamless workflow. When a form is submitted on your Squarespace Forms site, this automation instantly creates an estimate in Pennylane, streamlining your sales process and ensuring timely estimates for potential clients. Say goodbye to manual entry and save time for more important tasks!

When this happens...
New Form Submission
Triggers when form submission is submitted.
TriggerInstant
automatically do this!
Create Estimate
Creates a new estimate.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- State filter
- Customer identifier filter
Trigger
Polling
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- State filter
- Source filter
- Customer identifier filter
Trigger
Polling
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New Product
Triggers when a new product is created.
Trigger
Polling
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- Customer type (company or individual)Required
Action
Write

Create Estimate
Creates a new estimate.
Action
Write
- Existing invoice identifierRequired
Action
Write

- Customer IdentifierRequired
Action
Write
Update Billing Subscription
Updates Billing Subscription.
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Customer
Triggers when a new customer is created.
Trigger
Polling
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- 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 labelRequired
- Product description
- Product VAT rateRequired
- Product price (including taxes)Required
- Product unitRequired
- Product currencyRequired
- Product reference
- Product identifier
- Product substance
Action
Write
- Existing estimate identifierRequired
Action
Write
- Product identifierRequired
- Product label
- Product description
- Product VAT rate
- Product price (including taxes)
- Product unit
- Product currency
- Product reference
- Product substance
Action
Write
- Existing estimate identifierRequired
- Estimate statusRequired
Action
Write