Connect DitCal and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
Booking Cancelled
New Booking
Meeting Rescheduled
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 DitCal and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Cancelled
Triggers when a booking is cancelled.
New Booking
Triggers when a new booking is created.
Meeting Rescheduled
Triggers when meeting is rescheduled.
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 DitCal integrations.
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
Create Estimate
Create a new estimate.
Create Company Customer
Creates a new company customer.
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Frequently Asked Questions
To start, connect both your DitCal and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in DitCal triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how DitCal 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 DitCal 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 DitCal 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 DitCal
DitCal is a comprehensive calendar and scheduling tool designed to streamline your personal and professional life. It offers features such as event scheduling, reminders, and integration with other productivity tools to ensure you never miss an important meeting or deadline.
Learn MoreAbout Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn More
