Connect Amwork and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity Type
New Entity Types
New Document Template
New Notification
New Appointment Schedule
New Schedule
New Tutorial Group
New Tutorial Items
New Note
New Chat
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 Activity Type
Triggers when a New Activity Type is created in Amwork.
New Entity Types
Triggers when a Entity Types is created in Amwork.
New Document Template
Triggers when a document template is created in Amwork.
New Notification
Triggers when a Notifications is created in Amwork.
New Appointment Schedule
Triggers when a New Appointment Schedule is created in Amwork.
New Schedule
Triggers when a Schedule is created in Amwork.
Do thisActions
Action is the task that follows automatically within your Amwork integrations.
Create User
Create a user in amwork.
Create Task
Create a task.
Create Activity Type
Create a new activity type.
Create Board Stage
Creates a new board stage.
Create Simple Entity
Create a new Entity.
Create Entity Notes
Create Entity Notes
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Frequently Asked Questions
To start, connect both your Amwork and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Amwork triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Amwork 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 Amwork 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 Amwork 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 Amwork
Amwork is a comprehensive platform designed to enhance team collaboration and productivity. It offers a suite of tools that facilitate seamless communication, project management, and task tracking, making it an ideal solution for businesses looking to streamline their workflows and improve team efficiency.
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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