Connect innoChat and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message In Session
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 innoChat and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message In Session
Runs when new session message
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 innoChat integrations.
Send Message
Send text, get chatbot reply
Get Chatbot Session Messages
Retrieve session messages
Create Chatbot
Create a chatbot with settings
Create URL Source
Add website URL as data source
Get Chatbot Sessions
Get all sessions for a chatbot
Fetch All Chatbots
Show all chatbots
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Frequently Asked Questions
To start, connect both your innoChat and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in innoChat triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how innoChat 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 innoChat 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 innoChat 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 innoChat
INNOCHAT is a dynamic platform designed to enhance team communication and collaboration. It offers seamless messaging, file sharing, and project management features to streamline workflows and boost productivity.
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
