Connect Pennylane and TickTick to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
Create Project
Delete Project
Add Task
Complete Task
Update Project
Update task
Ready to use Pennylane and TickTick automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Task Created
Triggers when a new task is created in TickTick. You can optionally filter by list, tag, or priority; only tasks created during the recent check window are returned.
Do thisActions
Action is the task that follows automatically within your Pennylane integrations.
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 TickTick accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in TickTick (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in TickTick. This includes choosing which data fields go into which fields of TickTick, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and TickTick 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 TickTick. 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 TickTick
TickTick is a powerful task management and to-do list app designed to help you organize your life, manage your time, and boost productivity. With features like task scheduling, reminders, and collaboration tools, TickTick makes it easy to stay on top of your tasks and projects.
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