Connect greminders and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
Reminder Sent
testdemo
get user
get calanders
get teams
routing forms
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
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Reminder Sent
Triggered when a reminder is successfully sent to a contact.
testdemo
get user
get calanders
get teams
routing forms
Do thisActions
Action is the task that follows automatically within your greminders integrations.
update user data
delete team user
Create Customer
Creates a new customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
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Frequently Asked Questions
To start, connect both your greminders and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in greminders triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how greminders 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 greminders 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 greminders 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 greminders
GReminders is a powerful tool designed to streamline scheduling and appointment management. It integrates seamlessly with your calendar to send automated reminders to clients, reducing no-shows and improving overall efficiency. Ideal for businesses and professionals who rely on appointments, GReminders ensures that both you and your clients are always on the same page.
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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