Connect Pennylane and Airtop to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
Create Session
Terminate Session
Create New Browser Window
Load URL
Click an Element
Get Browser Window Info
Smart Scrape
Take Screenshot
Page Query
List Sessions
List Automations
List Files
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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 Pennylane integrations.
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
Create Estimate
Create a new estimate.
Create Company Customer
Creates a new company customer.
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Frequently Asked Questions
To start, connect both your Pennylane and Airtop accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Airtop (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Airtop. This includes choosing which data fields go into which fields of Airtop, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Airtop 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 Pennylane and Airtop. 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 Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn MoreAbout Airtop
Airtop is an innovative AI-powered platform designed to enhance productivity and streamline workflows. By leveraging advanced artificial intelligence technologies, Airtop offers tools and solutions that cater to various business needs, enabling users to automate tasks, analyze data, and improve decision-making processes.
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