Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Google Sheets
Trigger: Perform a Function
Pennylane V2
Action: Select an action
1. Select a trigger
  • Receives data from the MAKE_FUNCTION or INTEGROMAT functions used in a sheet. Please note, the Sheets Add-On is required.

  • Triggers when a cell is updated. Watches only changes made in Google Sheet app. Sheets Add-On required.

  • Triggers when a new row is added.

2. Select an action
  • Create a Company Customer.

  • Create a Customer Invoice.

  • Create a Product.

  • Create a Quote.

  • Create an Individual Customer.

  • Get the User Info.

  • Performs an arbitrary authorized API call.

  • Retrieves a Billing Subscription.

  • Retrieves a Category.

  • Retrieves a Customer.

  • Retrieves a Customer Invoice.

  • Retrieves a Product.

  • Retrieves a Quote.

  • Updates a Company Customer.

  • Updates a Product.

  • Update a Quote.

  • Updates an Individual Customer.

Select a trigger and an action

Create workflow (opens in a new tab)