Connect KanbanFlow and Pennylane to Build Intelligent Automations
Ready to use KanbanFlow and Pennylane automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Is Created
Runs when New Task Is Created
Task Is Moved
Runs when Task Is Moved between columns or swimlanes
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 KanbanFlow integrations.
Create Task
Create a task in a column or swimlane
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.
Create Estimate
Create a new estimate.
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Frequently Asked Questions
To start, connect both your KanbanFlow and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in KanbanFlow triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how KanbanFlow 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 KanbanFlow 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 KanbanFlow 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 KanbanFlow
KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
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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