Connect Meeting BaaS and Pennylane to Build Intelligent Automations
Ready to use Meeting BaaS and Pennylane automations
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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 Meeting BaaS integrations.
Sending a bot
Send AI bots to meetings
Removing a Bot
Remove a bot from an ongoing meeting using the API
Get Meetings
Get meeting recording and metadata.
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 Meeting BaaS and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Meeting BaaS triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Meeting BaaS 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 Meeting BaaS 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 Meeting BaaS 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 Meeting BaaS
Meeting BaaS is a comprehensive platform designed to streamline and enhance the process of organizing, scheduling, and conducting meetings. It offers a suite of tools to facilitate seamless communication, collaboration, and documentation, making it an ideal solution for businesses and teams looking to improve their meeting efficiency and productivity.
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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