Connect HappyFox and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ticket
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
Ready to use HappyFox and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ticket
Runs when new ticket is created
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 HappyFox integrations.
Create Ticket
Create a ticket
List Categories
List help desk categories
List Ticket Priorities
List ticket priority levels
List Agents
List support agents
List Contacts
List all help desk contacts
Create Customer
Creates a new individual customer.
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Frequently Asked Questions
To start, connect both your HappyFox and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in HappyFox triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how HappyFox 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 HappyFox 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 HappyFox 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 HappyFox
HappyFox is a customer support, ticket support software that ensures lowest response time for all your customers queries. A really simple help desk!
Learn MoreAbout Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn More
