Connect Badger Maps and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Badger Maps
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
Ready to use Badger Maps and Pennylane automations
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 Badger Maps integrations.
List User Profiles
Get all user profiles
Create Customer Account
Create a new customer account
List Accounts
Get list of all accounts
Update Account
Edit account contact info
Create Check In
Record account check-in
Get Account Check-Ins
Retrieve account check-ins
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Frequently Asked Questions
To start, connect both your Badger Maps and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Badger Maps triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Badger Maps 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 Badger Maps 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 Badger Maps 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 Badger Maps
Badger Maps is a sales productivity and planning app for outside salespeople.
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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