Connect ManyContacts and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
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 Contact
Triggers when new contact is added.
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 ManyContacts integrations.
Send WhatSapp Message
Send a WhatSapp message to a Number.
Add Contact Tag
add contact tags.
Add Internal Note Contact
Add an internal note(yellow card) in a conservation.
Create Customer
Creates a new 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 ManyContacts and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in ManyContacts triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how ManyContacts 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 ManyContacts 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 ManyContacts 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 ManyContacts
ManyContacts is a powerful tool designed to help businesses capture and manage leads directly from their website. It provides a customizable contact form that can be easily integrated into any site, allowing businesses to collect valuable customer information and enhance their marketing efforts.
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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