Connect Pennylane and Backlog to Build Intelligent Automations

Choose a Trigger

Pennylane

When this happens...

Choose an Action

Backlog

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer Invoice

New Customer Invoice

Triggers when a new 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.

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 a Estimate

Create a Estimate

Creates 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 Backlog?

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

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

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

How often does the data sync between Pennylane and Backlog?

The data sync between Pennylane and Backlog 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 Backlog?

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 Backlog?

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

About Backlog

Backlog is a comprehensive project management and collaboration tool designed to help teams organize their work, track progress, and collaborate effectively. It offers features such as task management, bug tracking, version control, and Gantt charts to streamline project workflows.

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