Connect Pennylane and Salescamp to Build Intelligent Automations

Choose a Trigger

Pennylane

When this happens...

Choose an Action

Salescamp

Automatically do this!

Ready to use Pennylane and Salescamp automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer Invoice Created

New Customer Invoice Created

Runs when new customer 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

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 Estimate

Create Estimate

Create 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 Salescamp?

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

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

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

How often does the data sync between Pennylane and Salescamp?

The data sync between Pennylane and Salescamp 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 Salescamp?

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 Salescamp?

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

About Salescamp

Salescamp is a comprehensive sales management platform designed to streamline and enhance the sales process for businesses. It offers tools for lead management, sales tracking, and customer relationship management, enabling sales teams to work more efficiently and close deals faster.

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