Pennylane Integrations

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Quickly automate Pennylane integrations with Zapier's templates

Send channel messages in Slack for new customer invoices in Pennylane
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Pennylane + Slack
Create customer invoices in Pennylane for new Woocomerce orders
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WooCommerce + Pennylane
Upload documents and invite signatures in SignNow with new estimates in Pennylane
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Pennylane + Formatter by Zapier + SignNow
Create Google Sheets spreadsheet rows from new customer invoices in Pennylane
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Pennylane + Google Sheets

Create Pennylane customers from new Pipedrive organizations
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Pipedrive + Pennylane

Send channel messages in Slack for new Pennylane estimates
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Pennylane + Slack

Send channel messages in Slack for new customer invoices in Pennylane

Pennylane + Slack

Create customer invoices in Pennylane for new Woocomerce orders

WooCommerce + Pennylane

Upload documents and invite signatures in SignNow with new estimates in Pennylane

Pennylane + Formatter by Zapier + SignNow

Create Google Sheets spreadsheet rows from new customer invoices in Pennylane

Pennylane + Google Sheets

Create Pennylane customers from new Pipedrive organizations

Pipedrive + Pennylane

Send channel messages in Slack for new Pennylane estimates

Pennylane + Slack

Supported triggers and actions

What does this mean?

- 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 identifierRequired
Action
Write
- Customer IdentifierRequired
Action
Write

Update Billing Subscription
Updates Billing Subscription.
Action
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 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

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