Connect Pennylane and FlareApp to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
Search Project
Create Project
Search Error for Project
Search Team Member
Ready to use Pennylane and FlareApp automations
Explore more automations built by businesses and experts
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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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 individual 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.
Create Company Customer
Creates a new company customer.
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Frequently Asked Questions
To start, connect both your Pennylane and FlareApp accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in FlareApp (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in FlareApp. This includes choosing which data fields go into which fields of FlareApp, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and FlareApp 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 FlareApp. 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 FlareApp
FlareApp is a comprehensive bug tracking and error monitoring tool designed to help developers and IT teams efficiently manage and resolve software issues. With real-time alerts and detailed error reports, FlareApp ensures that your applications run smoothly and that any potential problems are addressed promptly.
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