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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Record" from Accompa.

Add your action

An action happens after the trigger—such as "Create Billing Subscription" in Pennylane.

You’re connected!

Zapier seamlessly connects Accompa and Pennylane, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Accompa Object
  Required
Trigger
Instant
Try It
- Accompa Object
  Required
Action
Write
- Accompa Object
  Required
- Field to Search By
  Required
- Search Value
  Required
Action
Search
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- State filter
- Customer identifier filter
Trigger
Polling
Try It

Create Billing Subscription
Creates a new billing subscription.
Action
Write
Create Customer Invoice
Creates a new customer invoice.
Action
Write

- Product label
  Required
- Product description
- Product VAT rate
  Required
- Product price (including taxes)
  Required
- Product unit
  Required
- Product currency
  Required
- Product reference
- Product identifier
- Product substance
Action
Write
- Existing invoice identifier
  Required
Action
Write
- Product identifier
- Product label
  Required
- Product description
- Product VAT rate
  Required
- Product price (including taxes)
  Required
- Product unit
  Required
- Product currency
  Required
- Product reference
- Product substance
Action
Write
- Existing estimate identifier
  Required
- Estimate status
  Required
Action
Write

- Accompa Object
  Required
Trigger
Instant
Try It
- Accompa Object
  Required
- Record ID
  Required
Action
Write
- State filter
- Customer identifier filter
Trigger
Polling
Try It
- State filter
- Source filter
- Customer identifier filter
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
- Customer type (company or individual)
  Required
Action
Write
Create Estimate
Creates a new estimate.
Action
Write
- Existing invoice identifier
  Required
Action
Write
- Product identifier
Action
Write
Update Billing Subscription
Updates Billing Subscription.
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Accompa and Pennylane to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Accompa to Pennylane integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Accompa

Accompa is a leading cloud-based Requirements Management tool used by hundreds of companies.

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Related categories

Product Management

About Pennylane

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