Connect Pantry and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Pantry
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
Ready to use Pantry and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 Pantry integrations.
Create and/or Replace Basket
Given a basket name as provided in the url, this will either create a new basket inside your pantry, or replace an existing one.
Get Contents
Given a basket name, return the full contents of the basket.
Update Contents
Given a basket name, this will update the existing contents and return the contents of the newly updated basket.
Get Details
Given a PantryID, return the details of the pantry, including a list of baskets currently stored inside it.
Update Details
Update Details in Pantry.
Create Customer
Creates a new customer.
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Frequently Asked Questions
To start, connect both your Pantry and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Pantry triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Pantry 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 Pantry 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 Pantry 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 Pantry
Pantry is a cloud-based service that provides a simple and efficient way to store and manage data. It is designed to help developers and businesses easily manage their data storage needs with a focus on simplicity and ease of use.
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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