Connect Pennylane and TapRefer to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
- Request a new Action for TapRefer
Enable Integrations or automations with these events of Pennylane and TapRefer
Enable Integrations or automations with these events of Pennylane and TapRefer
Triggers
New Customer Invoice
Triggers when a new 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 a Estimate
Creates a new estimate.
Create Company Customer
Creates a new company customer.
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Pennylane and TapRefer accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in TapRefer (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in TapRefer. This includes choosing which data fields go into which fields of TapRefer, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and TapRefer 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 TapRefer. 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 TapRefer
TapRefer is a powerful referral marketing platform designed to help businesses grow through word-of-mouth. It enables companies to create and manage referral programs, track performance, and reward customers for successful referrals.
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