Create new Pennylane customers from new Google Calendar events matching search criteria
Stay organized and efficient with this handy workflow. Whenever a new event matching your specified search criteria pops up in your Google Calendar, it will seamlessly create a new customer in the Pennylane app. This way, you can effortlessly keep track of your clients with each new calendar event. It's perfect for businesses seeking an efficient and hassle-free operation.
Stay organized and efficient with this handy workflow. Whenever a new event matching your specified search criteria pops up in your Google Calendar, it will seamlessly create a new customer in the Pennylane app. This way, you can effortlessly keep track of your clients with each new calendar event. It's perfect for businesses seeking an efficient and hassle-free operation.
- When this happens...New Event Matching Search
Triggers when an event is created that matches a search.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!ActionWriteCreate a new record or update an existing record in your app.
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New Calendar
Triggers when a calendar is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCalendarRequired
Search Term
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCalendarRequired
Expand Recurring Events
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarRequired
Search TermRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Summary
Description
Location
Add Conferencing?
Start Date & TimeRequired
End Date & TimeRequired
Repeat Frequency
Repeat Until
Repeat How Many Times?
All day
Color
Attendees
Visibility
Use Default Reminders?
Reminders
Minutes Before Reminders
Show me as Free or Busy
Guests Can Modify Event
Event Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source CalendarRequired
EventRequired
Destination CalendarRequired
Send Notifications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Expand Recurring Events
Search Term
Start Time Before
End Time After
Event Type
ActionThis is an event a Zap performs.SearchFind existing data in your appShow Hidden Calendars
Show Deleted Calendars
Minimum Access Role
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendarRequired
Expand Recurring Events
Search Term
Start Time Before
End Time After
Event Type
Summary
Description
Location
Add Conferencing?
Start Date & TimeRequired
End Date & TimeRequired
Repeat Frequency
Repeat Until
Repeat How Many Times?
All day
Color
Attendees
Visibility
Use Default Reminders?
Reminders
Minutes Before Reminders
Show me as Free or Busy
Guests Can Modify Event
Event Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Customer V2
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product V2
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStart 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer first nameRequired
Customer last nameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product labelRequired
Product description
Product VAT rateRequired
Product price (before tax)Required
Product unit
Product currency
Product reference
Product identifier
Ledger account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Quote date
Quote deadline
Customer ID
Quote template ID
Additional free field
Quote subject
Quote description
Quote currency
Special mentions
Quote language
External reference
Discount type
Discount value
Section title
Section description
Section rank
Line label
Quantity
Section rank
Line discount type
Line discount value
Ledger account ID
Unit price (excluding tax)
Unit
VAT rate
Line description
Product ID
Line imputation start date
Line imputation end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Product label
Product description
Product VAT rate
Product price (before tax)
Product unit
Product currency
Product reference
Product identifier
Ledger account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Existing customer identifier (source_id)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting product identifier (source_id)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting billing subscription identifierRequired
Start 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExisting product identifier (source_id)Required
Product labelRequired
Product description
Product VAT rateRequired
Product price (before tax)Required
Product unit
Product currency
Product reference
Product identifier
Ledger account ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
CalendarRequired
Time Before
Time Before (Unit)
Search Term
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCalendarRequired
EventRequired
Attendee/sRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
EventRequired
Notify Attendees?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Describe EventRequired
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
EventRequired
Summary
Description
Location
Start Date & Time
End Date & Time
Repeat Frequency
Repeat Until
Repeat How Many Times?
All day
Color
Attendees
Visibility
Use Default Reminders?
Reminders
Minutes Before Reminders
Show me as Free or Busy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Event IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start Time
End Time
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendarRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCursor
Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCursor
Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice dateRequired
Invoice deadlineRequired
Customer IDRequired
Draft invoiceRequired
Invoice template ID
Additional free field
Invoice title
Invoice description
Invoice currency
Special mentions
Invoice language
External reference
Discount type
Discount value
Banking provider
Provider field name
Provider field value
Section title
Section description
Section rank
Line labelRequired
QuantityRequired
Section rank
Line discount type
Line discount value
Ledger account ID
Unit price (excluding tax)Required
UnitRequired
VAT rateRequired
Line description
Product ID
Line imputation start date
Line imputation end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Customer first name
Customer last name
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote dateRequired
Quote deadlineRequired
Customer IDRequired
Quote template ID
Additional free field
Quote subject
Quote description
Quote currency
Special mentions
Quote language
External reference
Discount type
Discount value
Section title
Section description
Section rank
Line labelRequired
QuantityRequired
Section rank
Line discount type
Line discount value
Ledger account ID
Unit price (excluding tax)Required
UnitRequired
VAT rateRequired
Line description
Product ID
Line imputation start date
Line imputation end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Stop subscription
Mode type
Mode email settings
Payment conditions
Payment method
Recurring rule Type
Recurring rule Interval
Recurring rule Count
Customer ID
Currency
Customer Invoice Template ID
PDF Invoice Free Text
PDF Invoice Subject
PDF Description
Special Mention
Language
Discount
Invoice Line Sections
Invoice Line Label
Invoice Line Quantity
Invoice Line Raw Currency Unit Price
Invoice Line Unit
Invoice Line VAT Rate
Invoice Line Description
Invoice Line Product ID
Invoice Line Ledger Account ID
Invoice Line Section Rank
Invoice Line Discount Type
Invoice Line Discount Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Existing billing subscription identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting invoice identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting quote identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting invoice identifierRequired
Invoice dateRequired
Invoice deadlineRequired
Customer IDRequired
Draft invoiceRequired
Invoice template ID
Additional free field
Invoice title
Invoice description
Invoice currency
Special mentions
Invoice language
External reference
Discount type
Discount value
Banking provider
Provider field name
Provider field value
Section title
Section description
Section rank
Line labelRequired
QuantityRequired
Section rank
Line discount type
Line discount value
Ledger account ID
Unit price (excluding tax)Required
UnitRequired
VAT rateRequired
Line description
Product ID
Line imputation start date
Line imputation end date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExisting quote identifierRequired
Quote dateRequired
Quote deadlineRequired
Customer IDRequired
Quote template ID
Additional free field
Quote subject
Quote description
Quote currency
Special mentions
Quote language
External reference
Discount type
Discount value
Section title
Section description
Section rank
Line labelRequired
QuantityRequired
Section rank
Line discount type
Line discount value
Ledger account ID
Unit price (excluding tax)Required
UnitRequired
VAT rateRequired
Line description
Product ID
Line imputation start date
Line imputation end date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found