Connect Doppio and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Doppio
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
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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 Doppio integrations.
Render PDF Direct
Render a PDF directly from a specified URL.
Render Screenshot Direct
Render a Screenshot directly from a specified URL.
Render a Screenshot or PDF from a Template
Render a Screenshot or a PDF from a Template.
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
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Frequently Asked Questions
To start, connect both your Doppio and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Doppio triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Doppio 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 Doppio 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 Doppio 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 Doppio
Doppio is a cutting-edge platform designed to enhance productivity and streamline workflows for developers and tech enthusiasts. With its robust set of tools and integrations, Doppio empowers users to efficiently manage their development projects, automate repetitive tasks, and collaborate seamlessly with team members. Whether you're working on a solo project or part of a larger team, Doppio provides the necessary features to boost your productivity and ensure successful project delivery.
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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