Connect Chatwork and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message in a Room
Message Updated
Choose an Action
Automatically do this!
Create a Product
Create a Estimate
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message in a Room
Triggers when new message is created in Room.
Message Updated
Triggers when message is updated in a Room.
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 Chatwork integrations.
Send Message
Sends a new message to a specific group chat in ChatWork.
Get the list of chat members
Get the list of all chat members associated with the specified chat .
Add a task to a chat
Add a new task to the chat.
Update Chat Room
update a chat room.
Create a Product
Creates a new product in pennylane.
Create a Estimate
Creates a new estimate.
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Frequently Asked Questions
To start, connect both your Chatwork and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatwork triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Chatwork 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 Chatwork 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 Chatwork 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 Chatwork
Chatwork is a collaborative platform designed to streamline communication and project management within teams. It offers features such as group chat, task management, file sharing, and video calls to enhance productivity and foster seamless collaboration.
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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