Connect Pennylane and Moveo AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
Create AI Agent
Update AI Agent
Delete AI Agent
Add Dialog
Create collection
Update Collection
Delete Collection
Add Entity
Update Entity
Delete Entity
Update a Dialog
Delete Dialog
Ready to use Pennylane and Moveo AI 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.
New Collection
Triggers when a new collection is created.
New Dialogs
Triggers when a new dialog is created.
New Entry
Triggers when a new entry 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 Moveo AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Moveo AI (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Moveo AI. This includes choosing which data fields go into which fields of Moveo AI, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Moveo AI 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 Moveo AI. 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 Moveo AI
Moveo AI is a cutting-edge platform that leverages artificial intelligence to enhance business operations and customer interactions. It offers AI-driven solutions to automate processes, improve decision-making, and provide personalized customer experiences.
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