Connect Pennylane and Fluent Forms 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 Fluent Forms
Use the Built-in Integrations
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.
New Form Submission
Triggered when a new form is submitted in Fluent Forms.
Do thisActions
Action is the task that follows automatically within your Pennylane integrations.
Create a Product
Creates a new product in pennylane.
Create a Estimate
Creates a new estimate.
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Frequently Asked Questions
To start, connect both your Pennylane and Fluent Forms accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Fluent Forms (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Fluent Forms. This includes choosing which data fields go into which fields of Fluent Forms, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Fluent Forms 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 Fluent Forms. 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 Fluent Forms
Fluent Forms is a powerful and user-friendly form builder that allows users to create custom forms for their websites with ease. It offers a wide range of features including drag-and-drop form building, conditional logic, and integration with various third-party services, making it ideal for businesses and individuals looking to streamline their data collection processes.
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