Connect Papyrs and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
new page is created
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new page is created
runs when new page is created
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 Papyrs integrations.
Add Heading To Page
Add a heading to a page.
Add Paragraph to Page
Add a text or HTML paragraph to a page.
Post message to Papyrs page
Post a message to a Papyrs page feed to share updates or announcements.
Update Paragraph on Page
Update paragraph text on a page.
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
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Frequently Asked Questions
To start, connect both your Papyrs and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Papyrs triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Papyrs 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 Papyrs 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 Papyrs 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 Papyrs
Papyrs is a powerful platform designed to enhance team collaboration and productivity by providing customizable intranet solutions. It allows businesses to create internal pages, share documents, and streamline communication effortlessly.
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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