Connect Nuclino 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 or Updated Items
Retrieve items from the selected Nuclino workspace that were created or modified since the last check.
New Items
Retrieve items created in the selected workspace within the specified recent time window.
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 Nuclino integrations.
Create an Item
Create a new item or collection in a Nuclino workspace. Optionally provide a title and content; returns the created object's details and URL.
Update Item
Update a Nuclino item's title and/or content using its Item ID.
Delete Item
Permanently deletes a Nuclino item specified by its Item ID.
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 Nuclino and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Nuclino triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Nuclino 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 Nuclino 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 Nuclino 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 Nuclino
Nuclino is a collaborative platform designed to help teams organize and share knowledge efficiently. It offers a seamless way to create, manage, and collaborate on documents and projects in real-time, enhancing team productivity and communication.
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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