Connect Insighto.ai and Pennylane to Build Intelligent Automations
Ready to use Insighto.ai and Pennylane automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact 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 Insighto.ai integrations.
Create Contact
Creates a Contact in the system.
Add Text Blob Into Data Source
Adds a text blob into an existing Data Source.
Create Customer
Creates a new individual 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 Insighto.ai and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Insighto.ai triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Insighto.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 Insighto.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 Insighto.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 Insighto.ai
Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows
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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