Connect Botbiz and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Botbiz
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Create Company Customer
Create Quote
Update a company customer
Ready to use Botbiz and Pennylane automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 Botbiz integrations.
Send Template Message
Send template WhatsApp message to any mobile number.
Get Conversation
Get Conversation of particular subscriber.
Send WhatsApp Message
Send WhatsApp message to any mobile number.
Create Subscriber
Create a Subscriber/Contact.
Assign Labels To Subscriber
Assign multiple labels to Subscriber.
Get Subscriber
Get Subscriber Using subscriber Phone Number.
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Frequently Asked Questions
To start, connect both your Botbiz and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Botbiz triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Botbiz 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 Botbiz 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 Botbiz 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 Botbiz
Botbiz is a platform that specializes in creating and managing chatbots for businesses. It offers tools and services to design, deploy, and optimize chatbots for various customer interaction needs, enhancing customer support and engagement.
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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