Notion + Pennylane

Create new Notion database items for every new customer invoice in Pennylane

Maintain a streamlined and organized workflow when dealing with invoices using this Pennylane and Notion integration. When a new customer invoice appears in Pennylane, this automation instantly creates a new database item in Notion. Stay on top of your financial management with less stress and more efficiency.

Maintain a streamlined and organized workflow when dealing with invoices using this Pennylane and Notion integration. When a new customer invoice appears in Pennylane, this automation instantly creates a new database item in Notion. Stay on top of your financial management with less stress and more efficiency.

  1. When this happens...
    PennylanePennylane
    New Customer Invoice

    Triggers when a new invoice is created/imported or when an invoice matches the filter.

    TriggerScheduled
  2. automatically do this!
    NotionNotion
    Create Database Item

    Creates an item in a database.

    ActionWrite
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Supported triggers and actions

    • State filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
    • State filter

    • Source filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
  • Pennylane triggers, actions, and search

    New Product

    Triggers when a new product is created.

    Trigger
    Scheduled
    Try It
    • Customer type (company or individual)Required

    Action
    Write
  • Pennylane triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
    • State filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
  • Pennylane triggers, actions, and search

    Create Billing Subscription

    Creates a new billing subscription.

    Action
    Write
  • Pennylane triggers, actions, and search

    Create Customer Invoice

    Creates a new customer invoice.

    Action
    Write
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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.
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Related categories

  • Task Management
pennylane logo
pennylane logo

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