Connect Cloudconvert and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Job
Job Failed
Job Finished
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 Cloudconvert and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Job
Triggers when a new job is created.
Job Failed
Triggers when a job failed.
Job Finished
Triggers when a job finished.
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 Cloudconvert integrations.
Convert a File
Converts a file from one format to another using CloudConvert's conversion options.
Create Customer
Creates a new customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
Create a Estimate
Creates a new estimate.
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Frequently Asked Questions
To start, connect both your Cloudconvert and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Cloudconvert triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Cloudconvert 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 Cloudconvert 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 Cloudconvert 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 Cloudconvert
Cloudconvert is a versatile online file conversion tool that supports a wide range of file formats. It allows users to convert files from one format to another seamlessly, making it an essential tool for anyone needing quick and reliable file conversions.
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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