Connect Gretel AI and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Gretel AI
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.
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 Gretel AI integrations.
Get a specific Project
Fetch a single project owned or belonged to by the current user by the project ID or project name.
Create project
Create a project. Project names must be globally unique and DNS name compliant.
List Project
List all projects the current user owns.
Update Project
Update information about a project.
Delete Project
Delete a project.
List Project Members
List all current/active members of a project.
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Frequently Asked Questions
To start, connect both your Gretel AI and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Gretel AI triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Gretel AI 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 Gretel AI 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 Gretel AI 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 Gretel AI
Gretel AI provides tools and APIs to generate synthetic data, ensuring privacy and security while enabling data sharing and collaboration. It is designed to help developers and data scientists create high-quality, privacy-preserving synthetic data for machine learning and analytics.
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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