Connect Pennylane and Alteryx to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
- Request a new Action for Alteryx
Enable Integrations or automations with these events of Pennylane and Alteryx
Enable Integrations or automations with these events of Pennylane and Alteryx
Triggers
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.
Actions
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.
Retrieve a customer
Retrieve a customer.
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Frequently Asked Questions
To start, connect both your Pennylane and Alteryx accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Alteryx (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Alteryx. This includes choosing which data fields go into which fields of Alteryx, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Alteryx 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 Alteryx. 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 Alteryx
Alteryx is a leading platform for data blending and advanced analytics, empowering data analysts and scientists to easily prepare, blend, and analyze data from various sources. With its intuitive drag-and-drop interface, Alteryx simplifies complex data processes, enabling users to generate insights and make data-driven decisions efficiently.
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