monday.com + Pennylane

Create new items in monday.com from Pennylane estimates

Effortlessly manage your Pennylane estimates by connecting it to monday.com. With this workflow, whenever a new estimate is created in Pennylane, a corresponding item will be added to your monday.com board, streamlining your financial tracking process. Stay organized and ensure that all your estimates are easily accessible in one place.

When this happens...
New Estimate
TriggerPolling
automatically do this!
Create Item
Create a new Item in a board
ActionWrite

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Supported triggers and actions

- Cursor
- Limit
- Sort
- Customer ID
- Invoice Number
- Draft Status
- Credit Note
- External Reference
Trigger
Polling
Try It
- Cursor
- Limit
- Sort
- Customer ID
- Invoice Number
- Draft Status
- Credit Note
- External Reference
Trigger
Polling
Try It
- Cursor
- Limit
- Sort
- Customer ID
Trigger
Polling
Try It
- Company 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
Action
Write
- 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
Action
Write

- 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
Action
Write
- 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
Action
Write

- 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
Action
Write
- Existing billing subscription identifierRequired
Action
Search
- Existing invoice identifierRequired
Action
Search
- Existing quote identifierRequired
Action
Search
- Existing 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
Action
Search or write
- Existing 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
Action
Search or write
- Item Created In Board Copy
- Board IDRequired
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board IDRequired
- Column IDsRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search

New Customer V2
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product V2
Triggers when a new product is created.
Trigger
Polling
Try It
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- Product labelRequired
- Product description
- Product VAT rateRequired
- Product price (before tax)Required
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Write
- 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
Action
Write
- Product IDRequired
- Product label
- Product description
- Product VAT rate
- Product price (before tax)
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Write
- Existing customer identifier (source_id)Required
Action
Search
- Existing product identifier (source_id)Required
Action
Search
- Existing 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
Action
Search or write
- Existing 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
Action
Search or write
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Group Names to trigger on
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Subitem IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board IDRequired
- User :Required
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

Project Management

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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

Related Zap Templates

Create Pennylane customers from new monday.com board items

Related Zap Templates

Create Pennylane customers from new monday.com board items

monday.com + Pennylane

Create new items in monday.com from Pennylane estimates

New Billing Subscription V2

New Customer Invoice V2

New Quote V2

Create Company Customer V2

Create Customer Invoice V2

Update Individual Customer V2

Create Quote V2

Update Billing Subscription V2

Get Billing Subscription V2

Retrieve Invoice V2

Retrieve Quote V2

Find or Create Customer Invoice V2

Find or Create Quote V2

New Item in Board

New Board

Specific Columns Values Changed in Board

Specific Subitem Column Value Changed in Board

New User

Archive Group

Update Item Name

Create Board

Create Group

Create Subitem

Delete Group

Group Position

Upload File to Specific Column

Get Items by Column Value

Get Board Values

Get File Column Values

Get Subitem Values

New Customer V2

New Product V2

Create Billing Subscription V2

Update Company Customer V2

Create Individual Customer V2

Create Product V2

Update Quote V2

Update Product V2

Retrieve Customer V2

Retrieve Product V2

Find or Create Billing Subscription V2

Find or Create ProductV2

Any Column Value Changed in Board

Item Moved to Group (Same or Different Board)

New Subitem on Board

Specific Column Value Changed in Board

New Update in Board

Archive Board

Archive Item

Update Item

Create Column

Create Item

Create Update

Delete Item

Update Subitem

API Request (Beta)

Find User by Name

Get Column Values

Get Group Details

Get User Details

About monday.com

Related categories

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Trello

Asana

Insightly

About Pennylane

Related categories

Related Zap Templates

Related Zap Templates