Connect Pennylane and POWR Form Builder to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
- Request a new Action for POWR Form Builder
Enable Integrations or automations with these events of Pennylane and POWR Form Builder
Enable Integrations or automations with these events of Pennylane and POWR Form Builder
Triggers
New Customer Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
Actions
Create Customer
Creates a new customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
Create a Estimate
Creates a new estimate.
Retrieve a customer
Retrieve a customer.
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Frequently Asked Questions
To start, connect both your Pennylane and POWR Form Builder accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in POWR Form Builder (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in POWR Form Builder. This includes choosing which data fields go into which fields of POWR Form Builder, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and POWR Form Builder 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 POWR Form Builder. 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 POWR Form Builder
POWR Form Builder is an easy way to collect information, grow your email list, and take payments online on all devices and platforms.
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