Connect Looker Studio (Google Data Studio) and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Looker Studio (Google Data Studio)
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 Looker Studio (Google Data Studio) and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 Looker Studio (Google Data Studio) integrations.
Search Asset
Search a user's Looker Studio assets.
List Asset Permissions
Retrieves a list of permissions for a given Looker Studio asset.
Add members to Looker Studio asset
Give one or more people, groups, or domains a Viewer, Editor, Owner, or link role on a Looker Studio asset.
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
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Frequently Asked Questions
To start, connect both your Looker Studio (Google Data Studio) and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Looker Studio (Google Data Studio) triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Looker Studio (Google Data Studio) 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 Looker Studio (Google Data Studio) 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 Looker Studio (Google Data Studio) 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 Looker Studio (Google Data Studio)
Looker is a powerful business intelligence and data analytics platform that helps organizations explore, analyze, and share real-time business insights. It provides a user-friendly interface for creating data-driven reports and dashboards, enabling data teams to collaborate effectively and make informed decisions.
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
