Connect Loops.so and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Loops.so
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
Ready to use Loops.so and Pennylane automations
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 Loops.so integrations.
Delete a contact
Delete a contact by email address.
Find a contact
Find a contact by email address.
Update a contact in mailing list
Update a contact using email id
Create a contact in mailing list
Create a contact in the mailing list
API key
Test that an API key is valid.
Send Event
Send an event to Loops.
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Frequently Asked Questions
To start, connect both your Loops.so and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Loops.so triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Loops.so 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 Loops.so 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 Loops.so 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 Loops.so
Loops is a platform designed to streamline and automate your business workflows, enhancing productivity and efficiency. It offers a range of tools to create, manage, and optimize various processes within your organization.
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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