Connect Pennylane and FreJun 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 Call Records
Initiate Call
Create Contact List
Delete a contact list
Assign Contacts
Unassign Contacts
Retrieve Contact Lists
Retrieve a user
Ready to use Pennylane and FreJun 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.
Call Status
Triggers whenever a call's status changes throughout it's lifecycle.
Call Recording
Triggers when the call recording is ready to be fetched/played.
Call Notes Updated
Triggers when the notes associated with a call change.
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.
Know More About Pennylane and Frejun Integrations
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Frequently Asked Questions
To start, connect both your Pennylane and FreJun accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in FreJun (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in FreJun. This includes choosing which data fields go into which fields of FreJun, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and FreJun 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 FreJun. 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 FreJun
FreJun is an excellent platform for calling & maintaining records of calls. The product is user friendly with great analytics on reports which makes calling more productive. My most liked feature is its integration with several other platforms, virtual business number & WhatsApp option.
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