Connect GenPage and Pennylane to Build Intelligent Automations
Ready to use GenPage and Pennylane automations
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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 GenPage integrations.
Create or Update Lead
Creates or update a lead in GenPage App.
Search Lead
Fetch lead from GenPage based on filters like job_id
Get Lead Status
This is used to check the status of a GenPage lead processing job (AI analysis, enrichment, scraping, etc.) using job_id.
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 GenPage and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in GenPage triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how GenPage 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 GenPage 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 GenPage 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 GenPage
GenPage is an AI-powered platform designed to streamline the creation and management of web pages, offering intuitive tools for seamless design and deployment.
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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