Airtable + Pennylane
Create or update Airtable records when new customer invoices come in Pennylane
Keep your customer invoice records updated and meticulous using this simple but effective workflow. Whenever a new invoice is created in Pennylane, this system will immediately create or update the record in Airtable. It's a seamless way to manage your invoicing efficiency, ensuring that your financial records are always up-to-date and accurate. Less manual data entry, more time for nurturing your business.
Keep your customer invoice records updated and meticulous using this simple but effective workflow. Whenever a new invoice is created in Pennylane, this system will immediately create or update the record in Airtable. It's a seamless way to manage your invoicing efficiency, ensuring that your financial records are always up-to-date and accurate. Less manual data entry, more time for nurturing your business.
- When this happens...
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItCursor
Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItCursor
Limit
Sort
Customer ID
Try ItCompany nameRequired
VAT number
Registration number
Customer phone
Billing addressRequired
Billing postal codeRequired
Billing cityRequired
Billing country codeRequired
Delivery address
Delivery postal code
Delivery city
Delivery country code
Customer payment conditions
Customer billing IBAN
Recipient
Reference
Ledger account number
Notes
Customer emails
External reference
Billing language
New Customer V2
Triggers when a new customer is created.
Try ItNew Product V2
Triggers when a new product is created.
Try ItStart dateRequired
Mode typeRequired
Mode email settingsRequired
Payment conditionsRequired
Payment methodRequired
Recurring rule TypeRequired
Recurring rule Interval
Recurring rule Count
Customer IDRequired
Currency
Customer Invoice Template ID
PDF Invoice Free Text
PDF Invoice Subject
PDF Description
Special Mention
Language
Discount
Invoice Line Sections
Invoice Line LabelRequired
Invoice Line QuantityRequired
Invoice Line Raw Currency Unit PriceRequired
Invoice Line UnitRequired
Invoice Line VAT RateRequired
Invoice Line Description
Invoice Line Product ID
Invoice Line Ledger Account ID
Invoice Line Section Rank
Invoice Line Discount Type
Invoice Line Discount Value
Customer IDRequired
Company name
VAT number
Registration number
Customer phone
Billing address
Billing postal code
Billing city
Billing country code
Delivery address
Delivery postal code
Delivery city
Delivery country code
Customer payment conditions
Customer billing IBAN
Recipient
Reference
Ledger account number
Notes
Customer emails
External reference
Billing language
