Connect AddCal and Pennylane to Build Intelligent 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.
Do thisActions
Action is the task that follows automatically within your AddCal integrations.
Create Event
Create a calendar event with title, start/end time, location, timezone, and optional RSVP or all-day settings.
Create Calendar
Create a new calendar with a name, timezone, description, optional internal name, and week start
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.
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Frequently Asked Questions
To start, connect both your AddCal and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in AddCal triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how AddCal 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 AddCal 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 AddCal 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 AddCal
Addcal is a powerful tool designed to streamline your scheduling and calendar management. It offers seamless integration with various calendar services, making it easy to organize events, set reminders, and manage appointments efficiently.
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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