Connect Pennylane and CLAID.AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
List Storage Types
List Storages
Create Storage
Get storage by ID
Delete Storage
Update Storage
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Pennylane integrations.
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 CLAID.AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in CLAID.AI (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in CLAID.AI. This includes choosing which data fields go into which fields of CLAID.AI, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and CLAID.AI 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 CLAID.AI. 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 CLAID.AI
CLAID.AI is a cutting-edge platform that leverages artificial intelligence to enhance and optimize image processing and editing. It offers advanced tools for image enhancement, background removal, and other photo editing tasks, making it an essential tool for photographers, designers, and content creators.
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