Connect Pennylane and Upvoted to Build Intelligent Automations

Choose a Trigger

Pennylane

When this happens...

Choose an Action

Upvoted

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer Invoice

New Customer Invoice

Triggers when a new 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.

new feature is added

new feature is added

runs when new feature is added

New comments arrive on a feature

New comments arrive on a feature

runs when new comments arrive on a feature

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 a Estimate

Create a Estimate

Creates 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 Upvoted?

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

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

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

How often does the data sync between Pennylane and Upvoted?

The data sync between Pennylane and Upvoted 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 Upvoted?

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 Upvoted?

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

About Upvoted

Upvoted is a platform designed to enhance user engagement and interaction through voting and feedback mechanisms. It allows users to upvote content, ideas, or products, fostering a community-driven environment for decision-making and prioritization.

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