Pennylane + Zoho Forms

Create estimates in Pennylane from new form entries in Zoho Forms

Effortlessly create estimates in Pennylane whenever a new form entry is submitted in Zoho Forms with this seamless workflow. As soon as someone fills out your Zoho Forms, an estimate will be generated in Pennylane, saving you time and ensuring prompt responses to prospective clients. Simplify your quoting process and stay on top of your business with this efficient automation.

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

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- 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 identifierRequired
Action
Write

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

- 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
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 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

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

About Zoho Forms

Zoho Forms is a free online form builder that lets you create custom forms, receive responses by email, and collaborate with your team.

Learn more

Pennylane + Zoho Forms

Create estimates in Pennylane from new form entries in Zoho Forms

Supported triggers and actions

New Form Entry

New Billing Subscription

New Customer Invoice

New Product

Create Customer

Create Estimate

Retrieve Customer Invoice

Update Customer

Update Billing Subscription

API Request (Beta)

New Customer

New Estimate

Create Billing Subscription

Create Customer Invoice

Create Product

Retrieve Estimate

Update Product

Update Estimate Status

About Pennylane

Related categories

About Zoho Forms

Related categories

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