Connect Pennylane and Neon to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
Retrieve Current User Details
Create Project
Create Branch
Create Role
Update Project
Update Branch
Delete Project
Delete Branch
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.
New Project
Triggers when new project is created.
New Branch
Triggers when new branch is created in an existing project.
New Role
Triggers when new role 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.
Retrieve Current User Details
Retrieve a currnet user details.
Create Project
Creates a Project.
Create Branch
Creates a Branch.
Create Role
Creates a Role.
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Frequently Asked Questions
To start, connect both your Pennylane and Neon accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Neon (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Neon. This includes choosing which data fields go into which fields of Neon, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Neon 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 Neon. 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 Neon
Neon is a cutting-edge platform that offers advanced technological solutions for developers and tech enthusiasts. It provides a suite of tools and services designed to enhance productivity, streamline workflows, and foster innovation in the tech industry.
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