Connect Pennylane and MyOperator to Build Intelligent Automations

Choose a Trigger

Pennylane

When this happens...

Choose an Action

MyOperator

Automatically do this!

Ready to use Pennylane and MyOperator automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer Invoice Created

New Customer Invoice Created

Runs when new customer 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.

New Call Received

New Call Received

Triggered when a new call is received in MyOperator.

Request a new Trigger for Pennylane

Do thisActions

Action is the task that follows automatically within your Pennylane integrations.

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 Estimate

Create Estimate

Create a new estimate.

Create Company Customer

Create Company Customer

Creates a new company customer.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Pennylane and MyOperator?

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

Can we customize how data from Pennylane is recorded in MyOperator?

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

How often does the data sync between Pennylane and MyOperator?

The data sync between Pennylane and MyOperator 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 MyOperator?

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 MyOperator?

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

Learn More
MyOperator

About MyOperator

MyOperator is a cloud-based call management system designed to streamline and enhance business communication. It offers features such as call tracking, call recording, and virtual numbers to help businesses manage their customer interactions efficiently. With MyOperator, businesses can improve their customer support and ensure seamless communication with clients.

Learn More