Connect Bland.ai and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
Web Agent Created
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Retrieve a customer
Retrieve a Product
Retrieve a Category
Create Company Customer
Create Quote
Retrieve quote
Ready to use Bland.ai and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Web Agent Created
Get web agent created within schedule time
New Customer Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
Do thisActions
Action is the task that follows automatically within your Bland.ai integrations.
Create Prompt
Create and store a prompt for future use.
Create Pathway
Create a new conversational pathway.
Get All Pathways Information
Returns a set of information about all the conversational pathways in your account - including the name, description, nodes and edges.
Get Single Pathway Information
Returns a set of information about the conversational pathway in your account - including the name, description, nodes and edges.
Update Pathway
Update a conversational pathway's fields - including name, description, nodes and edges.
Delete Pathway
Delete your conversational pathway.
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Frequently Asked Questions
To start, connect both your Bland.ai and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Bland.ai triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Bland.ai data is recorded in Pennylane. This includes choosing which data fields go into which fields of Pennylane, setting up custom formats, and filtering out unwanted information.
The data sync between Bland.ai and Pennylane 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 Bland.ai and Pennylane. 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 Bland.ai
Bland.ai is a cutting-edge platform in the field of artificial intelligence, offering innovative tools and solutions to enhance business operations and decision-making processes. It provides AI-driven insights and automation capabilities to streamline workflows and improve efficiency.
Learn MoreAbout Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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