Connect Pennylane and Smaily to Build Intelligent Automations

Choose a Trigger

Pennylane

When this happens...

Choose an Action

Smaily

Automatically do this!

Enable Integrations or automations with these events of Pennylane and Smaily

Enable Integrations or automations with these events of Pennylane and Smaily

Triggers

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

Actions

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 Smaily?

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

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

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

How often does the data sync between Pennylane and Smaily?

The data sync between Pennylane and Smaily 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 Smaily?

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 Smaily?

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

About Smaily

Smaily is an intentionally simple tool made to create and send out beautiful email newsletters. We’ll help you increase the quality and results of your email marketing, while reducing preparation time and resources.

Learn More