Enable Integrations or automations with these events of Pennylane and npstoday
Runs when new customer invoice is created
Triggers when a new customer is created.
Triggers when a new product is created.
Creates a new individual customer.
Creates a new product in pennylane.
Update a customer.
Update a product.
Create a new estimate.
Creates a new company customer.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Pennylane and npstoday accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in npstoday (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in npstoday. This includes choosing which data fields go into which fields of npstoday, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and npstoday 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 npstoday. 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 centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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