Connect Nicereply and Pennylane to Build Intelligent Automations

Choose a Trigger

Nicereply

When this happens...

Choose an Action

Pennylane

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer Invoice

New Customer Invoice

Triggers when a new invoice is created.

New Customer

New Customer

Triggers when a new customer is created.

New Product

New Product

Triggers when a new product is created.

Request a new Trigger for Nicereply

Do thisActions

Action is the task that follows automatically within your Nicereply integrations.

List Surveys

List Surveys

Lists an existing surveys.

Create Customer

Create Customer

Creates a new individual customer.

Create a Product

Create a Product

Creates a new product in pennylane.

Update Customer

Update Customer

Update a customer.

Update Product

Update Product

Update a product.

Create a Estimate

Create a Estimate

Creates a new estimate.

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Frequently Asked Questions

How do I start an integration between Nicereply and Pennylane?

To start, connect both your Nicereply and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Nicereply triggers actions in Pennylane (or vice versa).

Can we customize how data from Nicereply is recorded in Pennylane?

Absolutely. You can customize how Nicereply 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.

How often does the data sync between Nicereply and Pennylane?

The data sync between Nicereply and Pennylane typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Nicereply to Pennylane?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Nicereply and Pennylane?

Yes, you can set conditional logic to control the flow of data between Nicereply 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.

Nicereply

About Nicereply

Nicereply is a customer feedback management tool that helps companies collect, analyze, and act on customer feedback to improve service quality and customer satisfaction.

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Pennylane

About 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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