Connect Pennylane and Office 365 to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
Create Contact
Create Draft Email
Create Event
Delete Event
Update Contact
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Invoice Created
Runs when new customer invoice is created
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
New Contact
Triggers when new contact is created.
Do thisActions
Action is the task that follows automatically within your Pennylane integrations.
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
Create Estimate
Create a new estimate.
Create Company Customer
Creates a new company customer.
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Step by step guides to integrate Pennylane and Office 365
Frequently Asked Questions
To start, connect both your Pennylane and Office 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Office 365 (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Office 365. This includes choosing which data fields go into which fields of Office 365, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Office 365 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 Office 365. 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 Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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