Connect Narrato and Pennylane to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created inside a project.
Update Task
Triggers when task 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 Narrato integrations.
Get all Project
Get details of all Projects in a Workspace
Get all Workspaces
Get details all workspaces associated with a user.
Find Task
Find a task inside the workspace and/or project to update the details optionally , create a task if not found.
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 Narrato and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Narrato triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Narrato 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 Narrato 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 Narrato 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 Narrato
Narrato is a comprehensive content creation and collaboration platform designed to streamline the content production process. It offers tools for content planning, writing, editing, and team collaboration, making it ideal for content marketers, writers, and editors.
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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