Connect Pennylane and NocoDB to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
Create Record
Update Table
Delete Table
Update Record
Delete Record
Create Column
Update Column
Delete Column
Create Table
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 Record
Trigger when new Record is Created.
Update Record
Trigger when an Existing Record is Updated.
Do thisActions
Action is the task that follows automatically within your Pennylane integrations.
Create Customer
Creates a new 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.
Retrieve a customer
Retrieve a customer.
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Frequently Asked Questions
To start, connect both your Pennylane and NocoDB accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in NocoDB (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in NocoDB. This includes choosing which data fields go into which fields of NocoDB, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and NocoDB 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 NocoDB. 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 NocoDB
NocoDB Cloud is a powerful platform that transforms your databases into smart spreadsheets, enabling seamless collaboration and management of data. It offers a no-code interface that allows users to create, manage, and automate workflows without any programming knowledge. Ideal for businesses looking to streamline their data operations and enhance productivity.
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