Connect NEXT and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for NEXT
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
Ready to use NEXT 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 NEXT integrations.
Find Account
Find an account in Next
Create a New Account
Creates a new account in next.
Create Highlight
Create a highlight
Create Recording
Create a recording in Next
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
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Frequently Asked Questions
To start, connect both your NEXT and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in NEXT triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how NEXT 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 NEXT 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 NEXT 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 NEXT
Next is a cutting-edge platform designed to streamline your workflow and enhance productivity. With a focus on seamless integration and user-friendly features, Next empowers teams to collaborate efficiently and achieve their goals.
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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