Connect Copilot and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Create Company Customer
Create Quote
Update a company customer
Ready to use Copilot and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
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 Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
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Frequently Asked Questions
To start, connect both your Copilot and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Copilot 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 Copilot 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 Copilot 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 Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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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