Connect Axonaut and Pennylane to Build Intelligent Automations

Choose a Trigger

Axonaut

When this happens...

Choose an Action

Pennylane

Automatically do this!

Ready to use Axonaut and Pennylane automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Trigger when New Company created.

New Quotation

New Quotation

Trugger when new Quotation is created.

New Task

New Task

Trigger when new Task created.

New Expense

New Expense

Triggers when a new Expense is created.

New Invoice

New Invoice

This action creates a new invoice.

New Customer Invoice Created

New Customer Invoice Created

Runs when new customer invoice is created

Do thisActions

Action is the task that follows automatically within your Axonaut integrations.

Create Company

Create Company

Create a company in Axonaut via API

Create Quotation

Create Quotation

Create a Quotation

Create Event

Create Event

Create an Event

Create Task

Create Task

Create Task

Create Product

Create Product

Creates a product.

Create Employee

Create Employee

This action creates a new employee.

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Frequently Asked Questions

How do I start an integration between Axonaut and Pennylane?

To start, connect both your Axonaut and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Axonaut triggers actions in Pennylane (or vice versa).

Can we customize how data from Axonaut is recorded in Pennylane?

Absolutely. You can customize how Axonaut 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.

How often does the data sync between Axonaut and Pennylane?

The data sync between Axonaut and Pennylane typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Axonaut to Pennylane?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Axonaut and Pennylane?

Yes, you can set conditional logic to control the flow of data between Axonaut 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.

Axonaut

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

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Pennylane

About 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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