Connect Envoy for Visitors and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor Invited
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 Envoy for Visitors and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor Invited
Triggers when a visitor invite is created in Envoy.
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 Envoy for Visitors 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 a Estimate
Creates a new estimate.
Create Company Customer
Creates a new company customer.
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Frequently Asked Questions
To start, connect both your Envoy for Visitors and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Envoy for Visitors 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 Envoy for Visitors 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 Envoy for Visitors 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 Envoy for Visitors
Envoy is a leading platform for workplace management, offering solutions for visitor management, room booking, and employee sign-in. It helps businesses streamline their operations and enhance security.
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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