Connect Once.to and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Links
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Retrieve a customer
Retrieve a Product
Retrieve a Category
Create Company Customer
Create Quote
Retrieve quote
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Links
Triggers when new Link is Created.
New Customer Invoice
Triggers when a new 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 Once.to integrations.
Create Link
Create a New Link
Create Customer
Creates a new customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
Create a Estimate
Creates a new estimate.
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Frequently Asked Questions
To start, connect both your Once.to and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Once.to triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Once.to 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 Once.to 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 Once.to 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 Once.to
Once is a platform designed to streamline and enhance your scheduling and booking processes. It offers a user-friendly interface for managing appointments, meetings, and events efficiently, ensuring that you never miss an important date or time. With Once, you can easily coordinate with clients, colleagues, and partners, making it an essential tool for businesses and individuals who value time management and organization.
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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