IntegrationsPennylaneQlik Sense
Pennylane + Qlik Sense

Connect Pennylane and Qlik Sense to Build Intelligent Automations

Choose a Trigger

Pennylane

When this happens...

Choose an Action

Qlik Sense

Automatically do this!

Enable Integrations or automations with these events of Pennylane and Qlik Sense

Enable Integrations or automations with these events of Pennylane and Qlik Sense

Triggers

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.

Request a new Trigger for Pennylane

Actions

Create Customer

Create Customer

Creates a new 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.

Retrieve a customer

Retrieve a customer

Retrieve a customer.

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Frequently Asked Questions

How do I start an integration between Pennylane and Qlik Sense?

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

Can we customize how data from Pennylane is recorded in Qlik Sense?

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

How often does the data sync between Pennylane and Qlik Sense?

The data sync between Pennylane and Qlik Sense 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 Qlik Sense?

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 Qlik Sense?

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

About Qlik Sense

Qlik Sense is a powerful data analytics and business intelligence platform that enables users to easily create visualizations, dashboards, and reports. It allows organizations to explore and analyze data from multiple sources, providing insights that drive better decision-making. With its intuitive interface and robust data integration capabilities, Qlik Sense empowers users to uncover hidden trends and patterns in their data.

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