Connect Pennylane and Google Sheets to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
Update Spreadsheet Row
List Sheet Rows
Delete Row
Add New Row
Lookup Spreadsheet Rows
Copy Subsheet
Append Values
Add Multiple Rows
Create a SubSheet
Create Spreadsheet Column
Get spreadsheet data from specific sheets/ranges
Create a Spreadsheet
Search Subsheet
Ready to use Pennylane and Google Sheets automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
Do thisActions
Action is the task that follows automatically within your Pennylane integrations.
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
Create a Estimate
Creates a new estimate.
Create Company Customer
Creates a new company customer.
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Step by step guides to integrate Pennylane and Google Sheets
Frequently Asked Questions
To start, connect both your Pennylane and Google Sheets accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Google Sheets (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Google Sheets. This includes choosing which data fields go into which fields of Google Sheets, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Google Sheets typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Pennylane and Google Sheets. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn MoreAbout Google Sheets
Google Sheets is a cloud-based spreadsheet application that allows users to create, edit, and collaborate on spreadsheets in real-time. It’s part of the Google Workspace suite and offers powerful tools for organizing, analyzing, and visualizing data. Whether you're working individually or as part of a team, Google Sheets enables seamless collaboration, making it easy to share files, add comments, and track changes.
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