Pennylane + Trello

Create Trello cards for new Pennylane estimates to easily track and manage them

Effortlessly keep track of new estimates in Pennylane by creating corresponding cards in Trello. With this workflow, whenever a new estimate emerges in Pennylane, a Trello card is created to easily manage and monitor estimates in an organized manner. Improve visibility and streamline your financial processes without any manual intervention.

Effortlessly keep track of new estimates in Pennylane by creating corresponding cards in Trello. With this workflow, whenever a new estimate emerges in Pennylane, a Trello card is created to easily manage and monitor estimates in an organized manner. Improve visibility and streamline your financial processes without any manual intervention.

  1. When this happens...
    PennylanePennylane
    New Estimate

    Triggers when a new estimate is created or when an estimate matches the filter.

    TriggerPolling
  2. automatically do this!
    TrelloTrello
    Create Card

    Adds a new card on a specific board and list.

    ActionWrite
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Supported triggers and actions

    • State filter

    • Customer identifier filter

    Trigger
    Polling
    Try It
  • Pennylane triggers, actions, and search

    Create Billing Subscription

    Creates a new billing subscription.

    Action
    Write
  • Pennylane triggers, actions, and search

    Create Customer Invoice

    Creates a new customer invoice.

    Action
    Write
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
trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

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