Connect MarketProvider and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Product Created
Product Is Updated
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Created
Runs when a new product is created.
Product Is Updated
Runs when a product in MarketProvider is updated.
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 MarketProvider integrations.
Find Product by ID
Get full product details by product ID.
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 MarketProvider and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in MarketProvider triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how MarketProvider 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 MarketProvider 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 MarketProvider 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 MarketProvider
MarketProvider is a comprehensive platform designed to enhance your marketing strategies and drive business growth. It offers a suite of tools to optimize campaigns, analyze market trends, and engage with your audience effectively.
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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