Connect Pennylane and GoodDay to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
Create Task
Create Folder
Comment On a Task
List Projects
List Events
List Users
List Custom-fields
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 Task
Trigger When new Task is created.
New Project
Trigger When new Project is created.
Task Created
Triggers when task is created.
Do thisActions
Action is the task that follows automatically within your Pennylane integrations.
Create Customer
Creates a new 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.
Retrieve a customer
Retrieve a customer.
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Frequently Asked Questions
To start, connect both your Pennylane and GoodDay accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in GoodDay (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in GoodDay. This includes choosing which data fields go into which fields of GoodDay, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and GoodDay 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 GoodDay. 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 GoodDay
GoodDay is a comprehensive work management platform designed to enhance productivity and collaboration. It offers tools for project management, task tracking, time management, and team collaboration, making it an ideal solution for businesses looking to streamline their workflows and improve efficiency.
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