Connect Pennylane and Cliengo
Integrate Pennylane with Cliengo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Cliengo when New Customer Invoice Created in Pennylane
Search Agent in Cliengo when New Customer Invoice Created in Pennylane
List Account from Cliengo when New Customer Invoice Created in Pennylane
List Account Plan from Cliengo when New Customer Invoice Created in Pennylane
List Contacts from Cliengo when New Customer Invoice Created in Pennylane
Popular Pennylane + Cliengo flows
Start from a real workflow other teams are already running.
Choose a trigger
Pennylane
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an action
Cliengo
Automatically do this!
Create Customer
Search Agent
Update Customer
Search Customer
List Account
List Account Payments
List Account Plan
List Sites
List Contacts
List Contact Count
List Contact Countsales
List LastWeek Contact Stats
List NewContacts By Day
List ContactStatsByLastTime
List Users
List Plans
Create Customer in Cliengo when New Customer Invoice Created in Pennylane
Use this flowSearch Agent in Cliengo when New Customer Invoice Created in Pennylane
Use this flowList Account from Cliengo when New Customer Invoice Created in Pennylane
Use this flowList Account Plan from Cliengo when New Customer Invoice Created in Pennylane
Use this flowList Contacts from Cliengo when New Customer Invoice Created in Pennylane
Use this flowList Contact Count in Cliengo when New Customer Invoice Created in Pennylane
Use this flowList Contact Countsales in Cliengo when New Customer Invoice Created in Pennylane
Use this flowList LastWeek Contact Stats in Cliengo when New Customer Invoice Created in Pennylane
Use this flowList NewContacts By Day in Cliengo when New Customer Invoice Created in Pennylane
Use this flowList ContactStatsByLastTime in Cliengo when New Customer Invoice Created in Pennylane
Use this flowSupported Triggers & Actions
Everything you can automate between Pennylane and Cliengo.
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.
New Customer/Contact
Triggers when a new contact/customer is created
Updated Customer
Triggers when a new customer is created or updated
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn moreSimilar apps
About Cliengo
Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pennylane and Cliengo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Pennylane and Cliengo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cliengo. No coding required.
Yes. You can set up a workflow where Pennylane triggers actions in Cliengo, and a separate workflow where Cliengo triggers actions in Pennylane. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Pennylane and Cliengo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pennylane and Cliengo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
