Connect Pennylane and Cal.com to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
List Attendees
List Booking References
List Destination Calendars
List all Event Types
List Memberships
List Payments
List Schedules
List Selected Calendars
List Teams
List all Users
List Webhooks
Ready to use Pennylane and Cal.com automations
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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.
Booking Created
Activates instantly when a new booking is created, triggering immediate workflow initiation.
Booking Rescheduled
Activates instantly when a booking is rescheduled, triggering immediate workflow initiation.
Booking Cancelled
Activates instantly when a booking is cancelled, triggering immediate workflow initiation.
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 Cal.com accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Cal.com (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Cal.com. This includes choosing which data fields go into which fields of Cal.com, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Cal.com 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 Cal.com. 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 Cal.com
Cal.com is a versatile scheduling platform designed to streamline appointment booking and calendar management. It offers seamless integration with various calendar services, making it easy to schedule meetings, events, and appointments.
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