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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new invoice is created.
Triggers when a new customer is created.
Triggers when a new product is created.
Retrieve items from the selected Nuclino workspace that were created or modified since the last check.
Retrieve items created in the selected workspace within the specified recent time window.
Action is the task that follows automatically within your Pennylane integrations.
Creates a new individual customer.
Creates a new product in pennylane.
Update a customer.
Update a product.
Creates a new estimate.
Creates a new company customer.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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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 Nuclino accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Nuclino (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Nuclino. This includes choosing which data fields go into which fields of Nuclino, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Nuclino 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 Nuclino. 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.
Learn MoreNuclino is a collaborative platform designed to help teams organize and share knowledge efficiently. It offers a seamless way to create, manage, and collaborate on documents and projects in real-time, enhancing team productivity and communication.
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