Connect Common Room and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Common Room
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create Estimate
Create Company Customer
Create Quote
Update a company customer
Ready to use Common Room and Pennylane automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Invoice Created
Runs when new customer 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 Common Room integrations.
Add Activity From Third Party Source
Adds an activity to a contact in your room.
Add Contact From Third Party Source
Adds a contact to your room.
List Contact Custom Fields
Get all the contact custom fields from Common Room
List Activity Types
Get allActivity Types from Common Room
List Segments
Get all segments from Common Room
List Tags
Get all tags from Common Room.
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Frequently Asked Questions
To start, connect both your Common Room and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Common Room triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Common Room 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 Common Room 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 Common Room 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 Common Room
Common Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.
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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