Connect AgentX and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Conversation
Get recent messages
New Agent
Fetch recent agent messages
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create Estimate
Create Company Customer
Create Quote
Update a company customer
Ready to use AgentX and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Conversation
Triggers when New Conversation Started With an Agent.
Get recent messages
Retrieves messages from the selected conversation posted in the last few minutes.
New Agent
Triggers when a new agent is created.
Fetch recent agent messages
Retrieve the agent's messages from the selected conversation that were sent recently.
New Customer Invoice Created
Runs when new customer invoice is created
New Customer
Triggers when a new customer is created.
Do thisActions
Action is the task that follows automatically within your AgentX integrations.
Create Conversation With Agent
Start a new chat with an agent
Start Chat And Send Message
Start chat and send message
Send Message to Conversation
Send a message from Agent
List Agents
Show agents and apply filters
List Agent Conversations
Get agent conversations
List Workforces
List all workforces
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Frequently Asked Questions
To start, connect both your AgentX and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in AgentX triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how AgentX 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 AgentX 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 AgentX 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 AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
Learn MoreAbout Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn More
