Connect Freelo and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
Project Created
Work Report Updated
Comment Updated
Task Updated
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Retrieve a customer
Retrieve a Product
Retrieve a Category
Create Company Customer
Create Quote
Retrieve quote
Ready to use Freelo and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Triggered when a new task is created in a project.
Project Created
Triggered when a project is created.
Work Report Updated
Triggered when a work report is updated.
Comment Updated
Triggered when a comment is updated.
Task Updated
Triggered when a task is updated.
New Customer Invoice
Triggers when a new invoice is created.
Do thisActions
Action is the task that follows automatically within your Freelo integrations.
Create Project
Creates a new project in Freelo.
List Invited Projects
Get all Invited Projects in Freelo.
Archive Project
Archive a project in Freelo.
Activate Project
Activate a existing project in Freelo.
Delete Project
Delete an existing project in Freelo.
List Archived Projects
Get Archived Projects in Freelo.
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Frequently Asked Questions
To start, connect both your Freelo and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Freelo triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Freelo 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 Freelo 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 Freelo 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 Freelo
Freelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
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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