Connect Pennylane and NeetoDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
Get the Details of a Ticket
Use the Built-in Integrations
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 a Product
Creates a new product in pennylane.
Create a Estimate
Creates a new estimate.
Get the Details of a Ticket
Get the Details of a Ticket
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Frequently Asked Questions
To start, connect both your Pennylane and NeetoDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in NeetoDesk (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in NeetoDesk. This includes choosing which data fields go into which fields of NeetoDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and NeetoDesk 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 NeetoDesk. 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 NeetoDesk
NeetoDesk is a comprehensive customer support platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools for managing customer inquiries, tracking support tickets, and providing efficient resolutions. With NeetoDesk, businesses can improve their customer service operations, ensuring timely and effective communication with clients.
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