Connect Agility CMS and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Agility CMS
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
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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 Agility CMS integrations.
Get Content Model
Returns content models for the instance.
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.
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Frequently Asked Questions
To start, connect both your Agility CMS and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Agility CMS triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Agility CMS 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 Agility CMS 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 Agility CMS 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 Agility CMS
Agility CMS is a Headless Content Management System that allows you to define your content model, relationships, and structure to fit your needs. It empowers developers with the tools to build a customized digital architecture, and marketers with the freedom to manage content from a unified interface.
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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