Google Sheets + Pennylane

Create new Pennylane estimates from new or updated Google Sheets rows

Keep your financial records up-to-date with this workflow. Whenever a new or edited row appears in Google Sheets, an estimate gets swiftly generated in Pennylane, ensuring your accounting is always current and precise. Eliminate the manual transfer of data and let this automation work for you, streamlining your business finances in real-time.

When this happens...
New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
TriggerInstant
automatically do this!
Create Estimate
Creates a new estimate.
ActionWrite

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Supported triggers and actions

- Dont Change Sheet Structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
Try It
- Drive
Trigger
Polling
Try It
- Dont Change Sheet Structure
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write

- Drive
- SpreadsheetRequired
- WorksheetRequired
- Frozen Rows Count
- Frozen Columns Count
- Sheet Position
- Hide Sheet
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Source RangeRequired
- Destination RangeRequired
- Paste Type
Action
Write

- Drive
- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Validation TypeRequired
- Input Message
- Strict Validation
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row countRequired
- Output format
- First row
Action
Search
- Spreadsheet IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Search or write
- 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

- Dont Change Sheet Structure
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Dont Change Sheet Structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Polling
Try It
- Drive
- SpreadsheetRequired
Trigger
Polling
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Use Timezone set up on the spreadsheet to format date values?
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Condition TypeRequired
- Background Color
- Text Color
- Bold Text
- Italic Text
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy Worksheet Destination
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Confirm DeletionRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Format TypeRequired
Action
Write
- SpreadsheetRequired
- WorksheetRequired
- New Sheet NameRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Cell RangeRequired
- Sort by ColumnRequired
- Sort OrderRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- A1 RangeRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row IDRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
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

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Learn more

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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

Google Sheets + Pennylane

Create new Pennylane estimates from new or updated Google Sheets rows

New Spreadsheet Row (Team Drive)

New Spreadsheet

New or Updated Spreadsheet Row

Create Spreadsheet Column

Create Multiple Spreadsheet Rows

Change Sheet Properties

Copy Range

Create Spreadsheet

Clear Spreadsheet Row(s)

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Set Data Validation

Update Spreadsheet Row

API Request (Beta)

Find Worksheet

Get Many Spreadsheet Rows (Advanced)

Get Spreadsheet by ID

Find or Create Worksheet

New Billing Subscription

New Customer Invoice

New Product

Create Customer

Create Estimate

Retrieve Customer Invoice

Update Customer

Update Billing Subscription

New Spreadsheet Row

New or Updated Spreadsheet Row (Team Drive)

New Worksheet

Create Spreadsheet Row

Create Spreadsheet Row at Top

Create Conditional Formatting Rule

Copy Worksheet

Create Worksheet

Delete Sheet

Format Cell Range

Rename Sheet

Sort Range

Update Spreadsheet Row(s)

Lookup Spreadsheet Rows (Advanced)

Get Data Range

Get Row by ID

Lookup Spreadsheet Row

Find or Create Row

New Customer

New Estimate

Create Billing Subscription

Create Customer Invoice

Create Product

Retrieve Estimate

Update Product

Update Estimate Status

About Google Sheets

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Smartsheet

About Pennylane

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