Connect Pennylane and Elastic Email to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
Get a Campaign
Get a Contact
Get all Contacts
Create a New Template
Get all Templates
Unsubscribe a Contact
Get All Contacts in a List
Get a Contact by Email
Delete a Contact
Add New Contact to List
Create a List
Ready to use Pennylane and Elastic Email 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.
Contact Added
Trigger when a new contact added to specified list.
Campaign Sent
Triggers when a campaign 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 Elastic Email accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Elastic Email (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Elastic Email. This includes choosing which data fields go into which fields of Elastic Email, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Elastic Email 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 Elastic Email. 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 Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
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