Connect Callbell and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Created
Contact Updated
Team Membership Updated
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 Callbell and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Created
Triggers when a new contact is created in Callbell
Contact Updated
Triggers when a contact is updated
Team Membership Updated
Triggered when a team member is added or removed from a team.
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 Callbell integrations.
Create New Contact
Creates a new Contact
Update Contact
Updates one or more fields in an existing contact.
List Contact
Get all contacts in Callbell.
List Team
Get all team in Callbell.
Update Bot Status
Updates the bot status assigned to the conversation. It can be either bot_start or bot_end.
List Channels
Get all channels in Callbell.
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Frequently Asked Questions
To start, connect both your Callbell and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Callbell triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Callbell 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 Callbell 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 Callbell 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 Callbell
Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.
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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