Connect HeySummit and Pennylane to Build Intelligent Automations

Choose a Trigger

HeySummit

When this happens...

Choose an Action

Pennylane

Automatically do this!

Ready to use HeySummit and Pennylane automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Attendee

New Attendee

Triggers when a new attendee registers for your HeySummit event.

New Talk Attendeee

New Talk Attendeee

Triggers when a new attendee registers for a Talk within your HeySummit Event.

Ticket Purchased

Ticket Purchased

runs when new attendee registers

New Customer Invoice Created

New Customer Invoice Created

Runs when new customer invoice is created

New Customer

New Customer

Triggers when a new customer is created.

New Product

New Product

Triggers when a new product is created.

Request a new Trigger for HeySummit

Do thisActions

Action is the task that follows automatically within your HeySummit integrations.

Create Customer

Create Customer

Creates a new individual customer.

Create a Product

Create a Product

Creates a new product in pennylane.

Update Customer

Update Customer

Update a customer.

Update Product

Update Product

Update a product.

Create Estimate

Create Estimate

Create a new estimate.

Create Company Customer

Create Company Customer

Creates a new company customer.

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Frequently Asked Questions

How do I start an integration between HeySummit and Pennylane?

To start, connect both your HeySummit and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in HeySummit triggers actions in Pennylane (or vice versa).

Can we customize how data from HeySummit is recorded in Pennylane?

Absolutely. You can customize how HeySummit 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.

How often does the data sync between HeySummit and Pennylane?

The data sync between HeySummit and Pennylane typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from HeySummit to Pennylane?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between HeySummit and Pennylane?

Yes, you can set conditional logic to control the flow of data between HeySummit 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.

HeySummit

About HeySummit

HeySummit is a platform to help you increase engagement, conversions and revenue for your online summits.

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Pennylane

About 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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