Connect Pennylane and EmailOctopus to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
Get Campaign Summary
Get a Contact
Get All Tags
Get All Contacts
Get a List
Create List Field
Create Tag
Create A List
Add Or Update Contact In List
Update List
Update Tag
Update Contact
Delete List
Delete Tag
Add Tag to Contact
Add Contact to a List
Ready to use Pennylane and EmailOctopus automations
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.
Contact Unsubscribes
Triggers when a contact unsubscribes
Contact Is Created
Runs when contact is created
Updated Contact
Triggers when a new contact is 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.
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Frequently Asked Questions
To start, connect both your Pennylane and EmailOctopus accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in EmailOctopus (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in EmailOctopus. This includes choosing which data fields go into which fields of EmailOctopus, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and EmailOctopus 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 EmailOctopus. 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 EmailOctopus
EmailOctopus is a cost-effective email marketing tool that helps businesses send email campaigns and automated emails. It integrates easily with existing workflows, supports custom HTML designs, and provides detailed campaign analytics.
Learn More
