Connect Pennylane and Konnect Insights 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 Konnect Insights
Enable Integrations or automations with these events of Pennylane and Konnect Insights
Enable Integrations or automations with these events of Pennylane and Konnect Insights
Triggers
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.
Actions
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 Konnect Insights accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Konnect Insights (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Konnect Insights. This includes choosing which data fields go into which fields of Konnect Insights, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Konnect Insights 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 Konnect Insights. 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 Konnect Insights
Konnect Insights is a social listening and analytics platform that gives you data from social platforms and web. Data is fetched based on keywords and social profiles. Get the power of social Listening with this integration.
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