Connect Airtable and Pennylane to unlock the power of automation

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Quickly connect Airtable to Pennylane with a Zapier template.

Our most popular template

Create new Airtable records for every new estimate in Pennylane
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Pennylane + Airtable
Create new Airtable records for Pennylane customers
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Pennylane + Airtable
Create Pennylane customers from new or updated Airtable records
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Airtable + Pennylane
Create or update Airtable records every time new estimates roll in on Pennylane
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Pennylane + Airtable
Create Airtable records from new Pennylane customer invoices
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Pennylane + Airtable
Create new Pennylane customers from new Airtable records
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Airtable + Pennylane

Create new Airtable records for every new estimate in Pennylane

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Pennylane + Airtable

Create new Airtable records for Pennylane customers

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Try it

Pennylane + Airtable

Create Pennylane customers from new or updated Airtable records

Details

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Airtable + Pennylane

Create or update Airtable records every time new estimates roll in on Pennylane

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Pennylane + Airtable

Create Airtable records from new Pennylane customer invoices

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Pennylane + Airtable

Create new Pennylane customers from new Airtable records

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Airtable + Pennylane

Update Pennylane customers when new records are added in Airtable
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Airtable + Pennylane
Create Airtable records from new Pennylane customer invoices
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Pennylane + Airtable

How Zapier works

Zapier makes it easy to integrate Airtable with Pennylane - no code necessary. See how you can get setup in minutes.

Select a trigger from Airtable

A trigger is an event that starts your Zap and runs the workflow. For example, with Airtable, a trigger could be "New Record."

A trigger is the event that kicks off your automated workflow.

Setup an action from Pennylane

An action is what takes place after the automation is triggered. For example, with Pennylane, the action could be "Create Billing Subscription."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Airtable to Pennylane

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Airtable to Pennylane integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Airtable + Pennylane integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Airtable and Pennylane

How do I set up an integration between Airtable and Pennylane?

To set up an integration between Airtable and Pennylane, you need to establish a Zap using our platform. First, select Airtable as your trigger app and define your trigger event. This might be when a new record is added or updated in a specific table. After setting the trigger, choose Pennylane as your action app and specify what action you want, such as creating an invoice or recording a transaction in Pennylane whenever the trigger event occurs.

What triggers can I use with Airtable for the Pennylane integration?

With our Airtable-Pennylane integration, you can use triggers such as a new record creation or existing record updates within any specified table in Airtable. Each of these triggers can prompt various actions within Pennylane, such as automatically generating invoices or updating payment records.

What types of actions can be performed in Pennylane through this integration?

The integration allows you to perform numerous actions in Pennylane based on triggers from Airtable. For example, you can create new invoices, update existing accounting records, log transactions automatically when specific conditions in your Airtable database are met.

Do I need coding skills to integrate Airtable with Pennylane using your platform?

No coding skills are necessary to integrate Airtable with Pennylane through our platform. The process involves selecting predefined triggers and actions to automate workflows between these applications without any programming knowledge.

Can multiple actions be triggered in Pennylane from a single event in Airtable?

Yes, multiple actions can be triggered within Pennylane from a single event in Airtable. For instance, when a new record is added in Airtable, you could set it to create an invoice and also update the customer information simultaneously within Pennylane.

Is it possible to filter records before they are sent from Airtable to Pennylane?

Yes, our platform allows you to set up filters so only specific records that meet certain criteria are sent from Airtable to Pennylane. This ensures that only relevant data is processed for further actions such as invoicing or transaction logging.

How are errors handled during the automation process between these integrations?

We provide detailed error handling mechanisms and notifications if something goes wrong during the automation process. In most cases, if there’s an issue with either triggering or executing an action due to data mismatches or connectivity problems, we help identify and address them promptly.

Connect Airtable and Pennylane to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Base
  Required
- Table
  Required
- Limit to View
- Include attachment content
Trigger
Scheduled
Try It
- Base
  Required
- Table
  Required
Action
Write
- Base
  Required
- Table
  Required
- Help Text
- Primary lookup field
  Required
- Secondary lookup field
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- Base
  Required
- Table
  Required
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to View
- Include attachment content
- Max records
Action
Search

- Base
  Required
- Table
  Required
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to View
- Include attachment content
- Max records
Action
Search or write
- State filter
- Customer identifier filter
Trigger
Scheduled
Try It

- State filter
- Source filter
- Customer identifier filter
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It
- Customer type (company or individual)
  Required
Action
Write
Create Estimate
Creates a new estimate.
Action
Write
- Existing invoice identifier
  Required
Action
Write
- Product identifier
Action
Write
Update Billing Subscription
Updates Billing Subscription.
Action
Write

- Help Text
- Base
  Required
- Table
  Required
- Last modified time column
  Required
- Limit to View
- Include attachment content
Trigger
Scheduled
Try It
- CacheCopy
- Base
  Required
- Table
  Required
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Base
  Required
- Table
  Required
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to View
Action
Search
- Base
  Required
- Table
  Required
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to View
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- State filter
- Customer identifier filter
Trigger
Scheduled
Try It
Create Billing Subscription
Creates a new billing subscription.
Action
Write
Create Customer Invoice
Creates a new customer invoice.
Action
Write
- Product label
  Required
- Product description
- Product VAT rate
  Required
- Product price (including taxes)
  Required
- Product unit
  Required
- Product currency
  Required
- Product reference
- Product identifier
- Product substance
Action
Write
- Existing invoice identifier
  Required
Action
Write
- Product identifier
- Product label
  Required
- Product description
- Product VAT rate
  Required
- Product price (including taxes)
  Required
- Product unit
  Required
- Product currency
  Required
- Product reference
- Product substance
Action
Write
- Existing estimate identifier
  Required
- Estimate status
  Required
Action
Write

Learn how to automate Airtable on the Zapier blog

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.