Connect Pennylane and AskHandle to Build Intelligent Automations

Choose a Trigger

Pennylane

When this happens...

Choose an Action

AskHandle

Automatically do this!

Ready to use Pennylane and AskHandle automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer Invoice Created

New Customer Invoice Created

Runs when new customer invoice is created

New Customer

New Customer

Triggers when a new customer is created.

New Product

New Product

Triggers when a new product is created.

New Room

New Room

Trigger when New Room is created

Request a new Trigger for Pennylane

Do thisActions

Action is the task that follows automatically within your Pennylane integrations.

Create Customer

Create Customer

Creates a new individual customer.

Create a Product

Create a Product

Creates a new product in pennylane.

Update Customer

Update Customer

Update a customer.

Update Product

Update Product

Update a product.

Create Estimate

Create Estimate

Create a new estimate.

Create Company Customer

Create Company Customer

Creates a new company customer.

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Frequently Asked Questions

How do I start an integration between Pennylane and AskHandle?

To start, connect both your Pennylane and AskHandle accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in AskHandle (or vice versa).

Can we customize how data from Pennylane is recorded in AskHandle?

Absolutely. You can customize how Pennylane data is recorded in AskHandle. This includes choosing which data fields go into which fields of AskHandle, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pennylane and AskHandle?

The data sync between Pennylane and AskHandle typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pennylane to AskHandle?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pennylane and AskHandle?

Yes, you can set conditional logic to control the flow of data between Pennylane and AskHandle. 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.

Pennylane

About 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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AskHandle

About AskHandle

AskHandle is a versatile platform designed to streamline customer support and enhance communication between businesses and their clients. It offers a range of tools to manage inquiries, provide timely responses, and ensure customer satisfaction. With its user-friendly interface, businesses can efficiently handle customer queries and improve their overall support experience.

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