IntegrationsPennylaneNetVision
Pennylane + NetVision

Connect Pennylane and NetVision to Build Intelligent Automations

Choose a Trigger

Pennylane

When this happens...

Choose an Action

NetVision

Automatically do this!

Enable Integrations or automations with these events of Pennylane and NetVision

Enable Integrations or automations with these events of Pennylane and NetVision

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.

Request a new Trigger for Pennylane

Actions

Create Customer

Create Customer

Creates a new 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.

Retrieve a customer

Retrieve a customer

Retrieve a customer.

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Frequently Asked Questions

How do I start an integration between Pennylane and NetVision?

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

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

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

How often does the data sync between Pennylane and NetVision?

The data sync between Pennylane and NetVision 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 NetVision?

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 NetVision?

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

About NetVision

NetVision is a comprehensive network monitoring and management platform that helps businesses optimize performance, ensure uptime, and secure their IT infrastructure. It provides real-time analytics, alerts, and reporting tools for seamless network operations.

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