Connect ClickUp and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Folder
New List
New Task
Task Updated
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Retrieve a customer
Retrieve a Product
Retrieve a Category
Create Company Customer
Create Quote
Retrieve quote
Ready to use ClickUp and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Folder
Triggers when a new folder is created.
New List
Triggers when a new list is created.
New Task
Triggers when a new task is created.
Task Updated
Triggers when a task is updated.
New Customer Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is created.
Do thisActions
Action is the task that follows automatically within your ClickUp integrations.
Get all Lists
Get all lists in a folder
Get all Teams
Get a list of all teams
Get all Spaces
Get a list of all spaces
Get all Tasks
Get a list of all tasks
Get all Folders
Get a list of all folders
Create a Task or subtask
Create a new task in a list
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Frequently Asked Questions
To start, connect both your ClickUp and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickUp triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how ClickUp 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 ClickUp 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 ClickUp 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 ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
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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