Connect Pennylane and More Trees to Build Intelligent Automations

Choose a Trigger

Pennylane

When this happens...

Choose an Action

More Trees

Automatically do this!

Enable Integrations or automations with these events of Pennylane and More Trees

Enable Integrations or automations with these events of Pennylane and More Trees

Triggers

New Customer Invoice

New Customer Invoice

Triggers when a new invoice is created.

New Customer

New Customer

Triggers when a new customer is created.

New Product

New Product

Triggers when a new product is created.

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Actions

Create Customer

Create Customer

Creates a new individual customer.

Create a Product

Create a Product

Creates a new product in pennylane.

Update Customer

Update Customer

Update a customer.

Update Product

Update Product

Update a product.

Create a Estimate

Create a Estimate

Creates a new estimate.

Create Company Customer

Create Company Customer

Creates a new company customer.

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Frequently Asked Questions

How do I start an integration between Pennylane and More Trees?

To start, connect both your Pennylane and More Trees accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in More Trees (or vice versa).

Can we customize how data from Pennylane is recorded in More Trees?

Absolutely. You can customize how Pennylane data is recorded in More Trees. This includes choosing which data fields go into which fields of More Trees, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pennylane and More Trees?

The data sync between Pennylane and More Trees typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pennylane to More Trees?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pennylane and More Trees?

Yes, you can set conditional logic to control the flow of data between Pennylane and More Trees. 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.

Pennylane

About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

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More Trees

About More Trees

More Trees is a platform that provides you with an easy way to offset your carbon by automatically planting trees.

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