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...New Customer Invoice
Triggers when a new invoice is created/imported or when an invoice matches the filter.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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