Connect Pennylane and Mobile Text Alerts 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/Update Subscriber
Add subscriber to group
Send SMS Message
Create Message Template
Delete Scheduled Message
Remove Subscribers from Group
Ready to use Pennylane and Mobile Text Alerts 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.
Delivery Status Updated
Triggered when a sent SMS message's delivery status changes (e.g., delivered, failed, or pending).
SMS Reply Received
Triggers when a new message reply is received.
New SMS Sent
Triggered when a new SMS message is sent.
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 Mobile Text Alerts accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Mobile Text Alerts (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Mobile Text Alerts. This includes choosing which data fields go into which fields of Mobile Text Alerts, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Mobile Text Alerts 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 Mobile Text Alerts. 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 Mobile Text Alerts
Mobile Text Alerts allows you send mass SMS text messages to your group.
Learn More
