Connect AskHandle and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Room
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 Room
Trigger when New Room is created
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 AskHandle integrations.
Get all Rooms Detail
Get all Rooms Detail
Create a Room
Create a Room
Get Keyword Notification
Get all Keyoword Notification in AskHandle.
Get leads
Get all leads in AskHandle.
Create Customer
Creates a new customer.
Create a Product
Creates a new product in pennylane.
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Frequently Asked Questions
To start, connect both your AskHandle and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in AskHandle triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how AskHandle 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 AskHandle 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 AskHandle 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 AskHandle
AskHandle is a versatile platform designed to streamline customer support and enhance communication between businesses and their clients. It offers a range of tools to manage inquiries, provide timely responses, and ensure customer satisfaction. With its user-friendly interface, businesses can efficiently handle customer queries and improve their overall support experience.
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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