Integrations Pennylane Optus SMS Suite
Pennylane + Optus SMS Suite

Connect Pennylane and Optus SMS Suite to Build Intelligent Automations

Choose a Trigger

Pennylane

When this happens...

Choose an Action

Optus SMS Suite

Automatically do this!

Enable Integrations or automations with these events of Pennylane and Optus SMS Suite

Enable Integrations or automations with these events of Pennylane and Optus SMS Suite

Triggers

New Customer Invoice Created

New Customer Invoice Created

Runs when new customer 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 individual 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 Estimate

Create Estimate

Create a new estimate.

Create Company Customer

Create Company Customer

Creates a new company customer.

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Frequently Asked Questions

How do I start an integration between Pennylane and Optus SMS Suite?

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

Can we customize how data from Pennylane is recorded in Optus SMS Suite?

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

How often does the data sync between Pennylane and Optus SMS Suite?

The data sync between Pennylane and Optus SMS Suite 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 Optus SMS Suite?

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 Optus SMS Suite?

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

About Optus SMS Suite

Optus SMS Suite is a cloud-based messaging platform that connects your business to an enterprise messaging solution.

Learn More