Connect Pennylane and Mailtrap to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
Get Contact Lists
Create Contact
Create Contact List
Delete Contact List
Delete a Contact
Update Contact
Delete a Contact Field
Ready to use Pennylane and Mailtrap automations
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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.
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 a Estimate
Creates 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 Mailtrap accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Mailtrap (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Mailtrap. This includes choosing which data fields go into which fields of Mailtrap, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Mailtrap 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 Mailtrap. 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 Mailtrap
Mailtrap is a tool designed for safe email testing, allowing developers to inspect and debug emails before they reach real users. It provides a virtual inbox to capture and analyze emails, ensuring that they are correctly formatted and free of errors. This service is essential for developers and QA teams who need to test email functionality without sending emails to actual recipients.
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