Connect Pennylane and Userback to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
List Feedback
List Projects
Create a Feedback
List Comments
List Members
List SessionRecordings
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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 Feedback
Triggered when a new feedback is submitted in Userback.
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 Userback accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Userback (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Userback. This includes choosing which data fields go into which fields of Userback, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Userback 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 Userback. 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 Userback
Userback is a visual feedback and bug tracking tool designed to streamline the process of collecting feedback from users and managing it efficiently. It allows teams to gather annotated screenshots, video recordings, and comments directly from users, making it easier to identify and resolve issues quickly.
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