Connect Pennylane and Jotform to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
Create Form
List Forms
Create Submission
List Form Questions
Add Question
Ready to use Pennylane and Jotform 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 Submission
Runs when a new submission is added to a specific form.
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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Step by step guides to integrate Pennylane and Jotform
Frequently Asked Questions
To start, connect both your Pennylane and Jotform accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Jotform (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Jotform. This includes choosing which data fields go into which fields of Jotform, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Jotform 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 Jotform. 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 Jotform
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
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