Connect Pennylane and Visualvisitor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
Get all users
Get a user
PlusPerson Search for leads
PlusPerson Create a bulk leads job
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Pennylane integrations.
Create Customer
Creates a new 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.
Retrieve a customer
Retrieve a customer.
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Frequently Asked Questions
To start, connect both your Pennylane and Visualvisitor accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Visualvisitor (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Visualvisitor. This includes choosing which data fields go into which fields of Visualvisitor, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Visualvisitor 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 Visualvisitor. 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 Visualvisitor
VisualVisitor is a powerful lead generation and visitor tracking tool designed to help businesses identify and engage with potential customers visiting their website. It provides insights into visitor behavior, company information, and contact details, enabling businesses to convert anonymous website visitors into actionable leads.
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