Connect Pennylane and cloudi-fi to Build Intelligent Automations

Choose a Trigger

Pennylane

When this happens...

Choose an Action

cloudi-fi

Automatically do this!

Enable Integrations or automations with these events of Pennylane and cloudi-fi

Enable Integrations or automations with these events of Pennylane and cloudi-fi

Triggers

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.

Request a new Trigger for Pennylane

Actions

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 cloudi-fi?

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

Can we customize how data from Pennylane is recorded in cloudi-fi?

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

How often does the data sync between Pennylane and cloudi-fi?

The data sync between Pennylane and cloudi-fi 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 cloudi-fi?

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 cloudi-fi?

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