Connect OnOffice Enterprise and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for OnOffice Enterprise
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 OnOffice Enterprise and Pennylane automations
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 OnOffice Enterprise integrations.
Create Agent Log Entry
Create agent activity log
Create Calendar Appointment
Create calendar appointment
Get Appointments
Get appointments between dates
Get Estate Listings
Retrieve estate listings
Create Estate
Create a new property listing
Create Customer
Creates a new individual customer.
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Frequently Asked Questions
To start, connect both your OnOffice Enterprise and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in OnOffice Enterprise triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how OnOffice Enterprise 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 OnOffice Enterprise 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 OnOffice Enterprise 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 OnOffice Enterprise
Due to the level of innovation, quality and reliability, onOffice estate software is a web-based tool that enables a plethora of activities such as cloud networking, optimization of work processes, creation of goal-oriented websites as well as efficient marketing.
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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