Connect Pennylane and Jira Software Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
Find User
Find Project
Find Issue via JQL
Find Component
Add Comment to Issue
Add Watcher to Issue
Link Issues
Moves Issue to Sprint
Find Issue
Find Issue by Key
Create Issue
Ready to use Pennylane and Jira Software Cloud 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.
New Issue
Triggers when a new issue is created
New Issue (Via JQL)
Triggers when a new issue is added that matches some JQL
Updated Issue
Triggers when an existing issue is updated
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.
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Frequently Asked Questions
To start, connect both your Pennylane and Jira Software Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Jira Software Cloud (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Jira Software Cloud. This includes choosing which data fields go into which fields of Jira Software Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Jira Software Cloud 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 Jira Software Cloud. 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 Jira Software Cloud
Jira Software Cloud is a powerful project management tool developed by Atlassian, designed to help teams plan, track, and manage their work efficiently. It offers a wide range of features including issue tracking, agile project management, and customizable workflows to streamline collaboration and productivity.
Learn More
