Connect Amazing Marvin and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Amazing Marvin
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 Amazing Marvin integrations.
Create Task
Creates a new task.
Delete one or more reminders hold
Deletes the chosen reminders .
Create Project
Creates a new project.
Set reminder
Set a reminder
Start/Stop time tracking
Start or Stop time tracking of a task by ID.
Create Customer
Creates a new individual customer.
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Frequently Asked Questions
To start, connect both your Amazing Marvin and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Amazing Marvin triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Amazing Marvin 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 Amazing Marvin 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 Amazing Marvin 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 Amazing Marvin
Amazing Marvin is a customizable task manager and daily planner app designed to help users beat procrastination, feel more in control and finish their to-do list. It combines principles from behavioral psychology with a playful design to make your work more productive and fun.
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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