Connect Leexi and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Leexi
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Retrieve a customer
Retrieve a Product
Retrieve a Category
Create Company Customer
Create Quote
Retrieve quote
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Invoice
Triggers when a new 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 Leexi integrations.
Create a Meeting Event
Create a meeting event.
Create Customer
Creates a new customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
Create a Estimate
Creates a new estimate.
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Frequently Asked Questions
To start, connect both your Leexi and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Leexi triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Leexi 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 Leexi 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 Leexi 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 Leexi
Leexi is an advanced AI-powered platform designed to enhance productivity and streamline workflows through intelligent automation and data analysis. It leverages cutting-edge artificial intelligence to provide insights and automate tasks, making it an essential tool for businesses looking to optimize their operations.
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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