Connect Pennylane and Project Monitor to Build Intelligent Automations
Enable Integrations or automations with these events of Pennylane and Project Monitor
Enable Integrations or automations with these events of Pennylane and Project Monitor
Triggers
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.
Actions
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 Project Monitor accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Project Monitor (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Project Monitor. This includes choosing which data fields go into which fields of Project Monitor, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Project Monitor 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 Project Monitor. 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.
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About Project Monitor
Project Monitor is a PPM software that aims to manage your portfolios for all kinds of projects/sectors. Control the entire lifecycle, from request management to project execution. Measure progress on your team's workload and save time with a data-driven dashboard.
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