Connect Pennylane and Formidable 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 Formidable 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
Triggers when a new form is submitted in a specified Formidable Form.
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 Formidable Forms accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Formidable Forms (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Formidable Forms. This includes choosing which data fields go into which fields of Formidable Forms, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Formidable 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 Formidable 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 Formidable Forms
Formidable Forms is a powerful WordPress form builder plugin that allows users to create complex forms with ease. It offers a drag-and-drop interface, making it simple to build forms for various purposes, including contact forms, surveys, quizzes, and more. With advanced features like conditional logic, calculations, and integrations with popular services, Formidable Forms is ideal for businesses and individuals looking to enhance their website's functionality.
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