Connect Front and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Front
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 Front integrations.
Create Contact
Creates a new contact.
Create Account
Creates a new Account.
Add Contact Handle
Add a handle (email, phone, etc) to a Contact.
Add Comment
Add a comment to a conversation.
Remove Conversation Links
Remove Links from a conversation.
Import Message
Imports a new message into Front.
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Frequently Asked Questions
To start, connect both your Front and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Front triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Front 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 Front 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 Front 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 Front
Front is a collaborative email platform designed to streamline communication and enhance team productivity by allowing users to manage shared inboxes, automate workflows, and integrate with various business tools.
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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