Connect AITable.ai and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record Created
New Form
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
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record Created
Triggers when a new record is created in the datasheet.
New Form
Triggers when a form is submitted and received.
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 AITable.ai integrations.
Create a New Record
Create a new record in datasheet.
Delete a Record
Delete a record from a datasheet by its record ID
Get all Fields
Get all fields of a datasheet
Create a Datasheet
Create a Datasheet in an space
Update a Record
Update details of a Record
Create Customer
Creates a new customer.
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Frequently Asked Questions
To start, connect both your AITable.ai and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in AITable.ai triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how AITable.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 AITable.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 AITable.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 AITable.ai
AITable.ai offers automation and AI-powered solutions to enhance table management and data analysis for businesses, aiming to streamline operations and improve decision-making.
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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