Connect Pennylane and Pipeliner Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
List All Contacts
Create Account
Create Appointment
Create Contact
Create Lead
List Accounts
List Activities
List Approvals
List Calls
List Clients
List Cloud Objects
List Company Emails
List Currencies
List Entities
List Data
List Emails
List Leads
List Opportunities
List Pipelines
Create Product
Update Account
Update Appointment
Update Contact
Update Lead
Update Product
Ready to use Pennylane and Pipeliner Cloud automations
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 Account
Triggers when a new Account is created.
New Appointment
Triggers when a new Appointment is created.
New Contact
Triggers when a 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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Frequently Asked Questions
To start, connect both your Pennylane and Pipeliner Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Pipeliner Cloud (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Pipeliner Cloud. This includes choosing which data fields go into which fields of Pipeliner Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Pipeliner Cloud 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 Pipeliner Cloud. 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 Pipeliner Cloud
Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.
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