Pennylane + Slack

Send direct messages in Slack for new customers in Pennylane

Improve team communication and reduce response time with this workflow. When a new customer is added in Pennylane, a personalized message is sent directly through Slack. This automation keeps your team up-to-date instantly, streamlining your customer management process efficiently without the need for manual updates.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerScheduled
automatically do this!
Send Direct Message
Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
ActionWrite

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Supported triggers and actions

- 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
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
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- Search QueryRequired
- Optimized data
Trigger
Scheduled
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- Channel
- Reaction
- User
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

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
New Channel
Triggers when a new #channel is created.
Trigger
Instant
Try It
- Include Alias
Trigger
Instant
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- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap Id
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

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

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more

Related categories

Team Chat

Similar apps

Related Zap Templates

Send private channel messages in Slack for new customer invoices in Pennylane

Pennylane + Slack

Send direct messages in Slack for new customers in Pennylane

New Billing Subscription

New Customer Invoice

New Product

Create Customer

Create Estimate

Retrieve Customer Invoice

Update Customer

Update Billing Subscription

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Reaction Added

New User

Invite User to Channel

Send Direct Message

Send Private Channel Message

Update Profile

API Request (Beta)

Retrieve Thread Messages

Create Private Channel

Edit Message

Find Message

Find User by ID

Find User by Username

New Customer

New Estimate

Create Billing Subscription

Create Customer Invoice

Create Product

Retrieve Estimate

Update Product

Update Estimate Status

New Channel

New Team Custom Emoji

New Mention

New Message Posted to Private Channel

New Saved Message

Add Reminder

Send Channel Message

Create Channel

Set Channel Topic

Set Status

Delete Message

Remove User from Channel

Find Public Channel

Get Message by Timestamp

Find User by Email

Find User by Name

About Pennylane

Related categories

About Slack

Related categories

Similar apps

Chatwork

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Twist

Related Zap Templates

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