IntegrationsPennylanePersonio
Pennylane + Personio

Connect Pennylane and Personio to Build Intelligent Automations

Choose a Trigger

Pennylane

When this happens...

Choose an Action

Personio

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer Invoice

New Customer Invoice

Triggers when a new 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.

Person Created

Person Created

Triggers when Person created

Person Updated

Person Updated

Triggers when Person updated.

Person Deleted

Person Deleted

Triggers when Person deleted

Do thisActions

Action is the task that follows automatically within your Pennylane integrations.

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 a Estimate

Create a Estimate

Creates 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 Personio?

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

Can we customize how data from Pennylane is recorded in Personio?

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

How often does the data sync between Pennylane and Personio?

The data sync between Pennylane and Personio 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 Personio?

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 Personio?

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

About Personio

Personio is a comprehensive HR software solution designed to streamline and automate various human resources processes for small and medium-sized businesses. It offers features such as recruitment, employee onboarding, payroll management, and performance tracking, making it an essential tool for efficient HR management.

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