Connect Pennylane and Webinargeek to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
Subscribe to a Series of Webinars
Subscribe to a Single Webinar
Unsubscribe From a Broadcast
List All Webinar
Ready to use Pennylane and Webinargeek automations
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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.
Unsubscribed From Webinar
Triggers when someone unsubscribes from a webinar.
New Registration
Triggers when someone subscribes to a webinar.
Assessment Passed
Triggers when a viewer passes the assessment for a webinar.
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 Webinargeek accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Webinargeek (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Webinargeek. This includes choosing which data fields go into which fields of Webinargeek, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Webinargeek 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 Webinargeek. 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 Webinargeek
Webinargeek is a comprehensive platform designed to facilitate the creation, management, and delivery of webinars. It offers a range of features to enhance audience engagement, track performance, and ensure seamless communication during live events. With tools for registration, interaction, and analytics, Webinargeek is ideal for businesses and educators looking to connect with their audience through webinars.
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