Pennylane and Salesflare

How to connect Pennylane

When new Billing Subscription V2 in Pennylane, create opportunity, then find or create contact in Salesflare.
When new Customer V2 in Pennylane, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Customer Invoice V2 in Pennylane, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Quote V2 in Pennylane, create opportunity in Salesflare.
When new Account in Salesflare, create Company Customer V2 in Pennylane.
When new Opportunity in Salesflare, create Quote V2 in Pennylane.

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

Start a workflow when this happens

New Billing Subscription V2 — Triggers when a new billing subscription is created or fetches existing invoices with optional filtering.
New Customer Invoice V2 — Triggers when a new customer invoice is created or fetches existing invoices with optional filtering.
New Customer V2 — Triggers when a new customer is created.
New Product V2 — Triggers when a new product is created.
New Quote V2 — Triggers when a new quote is created or fetches existing quotes with optional filtering.

Things Salesflare can make it do

Create Billing Subscription V2 — Create a billing subscription using the V2 API
Create Company Customer V2 — Creates a new company customer.
Create Customer Invoice V2 — Creates a new customer invoice (draft or finalized).
Create Individual Customer V2 — Creates a new individual customer.
Create Product V2 — Creates a new product.

Show 10 more actions

Create Quote V2 — Creates a new quote.
Find or Create Billing Subscription V2 — Retrieves a billing subscription.
Find or Create Customer Invoice V2 — Retrieves an invoice.
Find or Create ProductV2 — Retrieves a product.
Find or Create Quote V2 — Retrieves a quote.
Update Billing Subscription V2 — Update an existing billing subscription using the V2 API
Update Company Customer V2 — Updates an existing company customer.
Update Individual Customer V2 — Updates an existing individual customer.
Update Product V2 — Updates product.
Update Quote V2 — Updates a new quote.