Connect Callyzer and Pennylane to Build Intelligent Automations

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Callyzer

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Event

New Event

Trigger's when new event occurs.

New Customer Invoice

New Customer Invoice

Triggers when a new invoice is created.

New Customer

New Customer

Triggers when a new customer is created.

New Product

New Product

Triggers when a new product is created.

Request a new Trigger for Callyzer

Do thisActions

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

Fetch Employee Details

Fetch Employee Details

Retrieves details of registered employees, including numbers and tags.

Fetch Call History Report

Fetch Call History Report

Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.

Fetch Summary Report

Fetch Summary Report

Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.

Fetch Employee Summary Report

Fetch Employee Summary Report

Retrieves call counts, unique clients, and working hours for a given date range.

Create Customer

Create Customer

Creates a new individual customer.

Create a Product

Create a Product

Creates a new product in pennylane.

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Frequently Asked Questions

How do I start an integration between Callyzer and Pennylane?

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

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

Absolutely. You can customize how Callyzer 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 Callyzer and Pennylane?

The data sync between Callyzer 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 Callyzer 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 Callyzer and Pennylane?

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

Callyzer

About Callyzer

Callyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.

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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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