Connect GorillaDesk and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
Updated Customer
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 GorillaDesk and Pennylane automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created.
Updated Customer
Trigger when an existing customer is updated.
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 GorillaDesk integrations.
Add a Customer
Adds a new customer to GorillaDesk.
Add a Lead
Adds a new lead to GorillaDesk.
Add a Booking
Adds a new event inside GorillaDesk with the status pending booking on the schedule.
Get Company
Get Company for the account.
List Users
Get all users form GorillaDesk.
List Customer
Get all customer form GorillaDesk.
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Frequently Asked Questions
To start, connect both your GorillaDesk and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in GorillaDesk triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how GorillaDesk 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 GorillaDesk 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 GorillaDesk 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 GorillaDesk
GorillaDesk is a comprehensive field service management software designed to streamline operations for service-based businesses. It offers features such as scheduling, invoicing, customer management, and reporting to enhance productivity and efficiency.
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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