Notion + Pennylane

Add new Pennylane estimates to Notion page contents seamlessly

When a new estimate is created in Pennylane, this workflow will efficiently add the content to a Notion page. This process lets you keep track of and organize your financial estimates systematically in Notion. No more manual copying, this automation offers a streamlined way to handle your data.

When a new estimate is created in Pennylane, this workflow will efficiently add the content to a Notion page. This process lets you keep track of and organize your financial estimates systematically in Notion. No more manual copying, this automation offers a streamlined way to handle your data.

  1. When this happens...
    PennylanePennylane
    New Estimate

    Triggers when a new estimate is created or when an estimate matches the filter.

    TriggerScheduled
  2. automatically do this!
    NotionNotion
    Add Content to Page

    Adds Content to a Page.

    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
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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