Connect Pennylane and utho 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 utho
Enable Integrations or automations with these events of Pennylane and utho
Enable Integrations or automations with these events of Pennylane and utho
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 a Product
Creates a new product in pennylane.
Create a Estimate
Creates a new estimate.
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Frequently Asked Questions
To start, connect both your Pennylane and utho accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in utho (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in utho. This includes choosing which data fields go into which fields of utho, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and utho 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 utho. 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 utho
Utho is a dynamic platform designed to enhance productivity and streamline project management tasks. It offers a suite of tools that facilitate efficient task management, team collaboration, and project tracking, making it an ideal solution for businesses looking to optimize their workflow and improve team efficiency.
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