Connect Pennylane and surveysensum to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
- Request a new Action for surveysensum
Enable Integrations or automations with these events of Pennylane and surveysensum
Enable Integrations or automations with these events of Pennylane and surveysensum
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 surveysensum accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in surveysensum (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in surveysensum. This includes choosing which data fields go into which fields of surveysensum, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and surveysensum 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 surveysensum. 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 surveysensum
SurveySensum offers an end to end Customer Experience Platform that measures and improves your CX metrics with CES, NPS, and CSAT surveys. It lets you gather customer feedback at all touchpoints and turn them into actionable insights. After receiving feedback it enables you to prioritize actions to improve products or services and proactively reduce churn and drive growth. Also, its Conversation Analysis platform allows you to discover new trends and insights with real-time text and sentiment analysis on qualitative voice of the customer data from sources like Chat bot conversations, app store reviews, social media etc and save hours of manual data processing with automated feedback tagging.
Learn More
