Notion + Pennylane

Create new Pennylane customers from new Notion database items

Simplify your customer data management between Notion and Pennylane with this easy automation. Once a new database item is added in Notion, it promptly leads to creating a new customer in Pennylane. This ensures your customer information remains consistent across both platforms, helping you save time, boost productivity and streamline your customer data management effortlessly. Ideal for businesses looking to optimize their customer data processes.

When this happens...
New Database Item
Triggers when a new item is created in a database.
TriggerScheduled
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

- DatabaseRequired
Trigger
Scheduled
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- Page IdRequired
Trigger
Scheduled
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- DatabaseRequired
- Content
- Content Format
Action
Write
- PageRequired
- ContentRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- PageRequired
Action
Search

- TitleRequired
- Exact MatchRequired
Action
Search
- DatabaseRequired
- Content
- Content Format
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
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- State filter
- Customer identifier filter
Trigger
Scheduled
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Create Billing Subscription
Creates a new billing subscription.
Action
Write
Create Customer Invoice
Creates a new customer invoice.
Action
Write
- Product labelRequired
- Product description
- Product VAT rateRequired
- Product price (including taxes)Required
- Product unitRequired
- Product currencyRequired
- Product reference
- Product identifier
- Product substance
Action
Write
- Existing estimate identifierRequired
Action
Write
- Product identifierRequired
- Product label
- Product description
- Product VAT rate
- Product price (including taxes)
- Product unit
- Product currency
- Product reference
- Product substance
Action
Write
- Existing estimate identifierRequired
- Estimate statusRequired
Action
Write

- DatabaseRequired
Trigger
Scheduled
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- PageRequired
- CommentRequired
Action
Write
- Parent PageRequired
- Title
- Content
- Icon
- Cover
Action
Write
- DatabaseRequired
- ItemRequired
- Content
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- Block IdRequired
Action
Search
- DatabaseRequired
Action
Search
- PageRequired
- CommentRequired
Action
Search or write
- State filter
- Customer identifier filter
Trigger
Scheduled
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- State filter
- Source filter
- Customer identifier filter
Trigger
Scheduled
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New Product
Triggers when a new product is created.
Trigger
Scheduled
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- Customer type (company or individual)Required
Action
Write
Create Estimate
Creates a new estimate.
Action
Write
- Existing invoice identifierRequired
Action
Write
- Customer IdentifierRequired
Action
Write
Update Billing Subscription
Updates Billing Subscription.
Action
Write

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Learn more

Related categories

Task Management

About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

Notion + Pennylane

Create new Pennylane customers from new Notion database items

New Database Item

Updated Page

Create Database Item

Add Content to Page

API Request (Beta)

Retrieve Database

Get Page Comments

Find Page (By Title)

Find or Create Database Item

New Customer

New Estimate

Create Billing Subscription

Create Customer Invoice

Create Product

Retrieve Estimate

Update Product

Update Estimate Status

Updated Database Item

Add Comment

Create Page

Update Database Item

Retrieve a Page

Retrieve Block Children

Find Database Item

Find or Create Comment

New Billing Subscription

New Customer Invoice

New Product

Create Customer

Create Estimate

Retrieve Customer Invoice

Update Customer

Update Billing Subscription

About Notion

Related categories

About Pennylane

Related categories

Related Zap Templates

Related Zap Templates