Connect Pennylane and cm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
- Request a new Action for cm
Enable Integrations or automations with these events of Pennylane and cm
Enable Integrations or automations with these events of Pennylane and cm
Triggers
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.
Actions
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 cm accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in cm (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in cm. This includes choosing which data fields go into which fields of cm, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and cm 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 cm. 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 cm
CM is a mobile messaging, voice, authentication and payment platform that enables you to engage with your target audience by mobile communication.
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