Airtable + Pennylane

Create or update Airtable records each time a new customer is added in Pennylane

When a new customer is added in Pennylane, instantly create or update the corresponding record in Airtable with this streamlined automation. This tool ensures your Airtable client data remains up-to-date, eliminating the need for manual input and saving you valuable time. Whether it's a new customer sign-up or an update to an existing client's information, it ensures a systematically efficient record management process.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerPolling
automatically do this!
Create or Update Record
Find and update an existing record, or create a new one.
ActionWrite

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Supported triggers and actions

- 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
- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
Action
Write
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Number of RecordsRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- Search KeywordRequired
- Search In
Action
Search
- Search KeywordRequired
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or 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
- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- BaseRequired
- TableRequired
Action
Write
- NameRequired
- Workspace IDRequired
- Number of TablesRequired
Action
Write
- BaseRequired
- Table NameRequired
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Record IDRequired
Action
Search
- BaseRequired
- Table IDRequired
Action
Search
- BaseRequired
Action
Search

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

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