Connect Pennylane and Notion to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
Query A Data Source Item
Create Data Source Item
Update Data Source Item
Find Page By Title
Get Data Source Details
Add Comment to Page
Add Content to Page
Search Page
Create Page
Retrieve Block Children
Find or Create Comment on Page
List All people at the Workspace
List Page Property Items
List Page Comments
Find Data Source By Title
Archive Page
Restore Page
Update a Block
Archive Block
Restore Block
Delete Block
Search Comment
Search Database
List Data Source Items
Search Data Source Page Templates
List Data Source Page Templates
Search User Details
List Databases
List Data Source
Get Notion Account Details
Ready to use Pennylane and Notion automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Invoice Created
Runs when new customer invoice is created
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
New Data Source Item Is Created
Runs when a new item is added to a Notion data source
Updated Data Source Item
Triggers when an item in a selected data source is updated
New Comment Created
Runs when a new comment is created.
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 Estimate
Create a new estimate.
Create Company Customer
Creates a new company customer.
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Frequently Asked Questions
To start, connect both your Pennylane and Notion accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Notion (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Notion. This includes choosing which data fields go into which fields of Notion, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Notion 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 Notion. 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 Notion
Notion is an all-in-one workspace for note-taking, project management, and task organization. It enables users to create custom pages with embedded databases, kanban boards, wikis, calendars, and reminders.
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