Connect Pics.io and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Pics.io
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Create Company Customer
Create Quote
Update a company customer
Ready to use Pics.io and Pennylane automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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 Pics.io integrations.
Get Root Collection
Retrieves the details of root collection
Create collection
Create a new collection.
List Custom Fields
Get all custom fields
List Keywords
List all Keywords
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
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Frequently Asked Questions
To start, connect both your Pics.io and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Pics.io triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Pics.io data is recorded in Pennylane. This includes choosing which data fields go into which fields of Pennylane, setting up custom formats, and filtering out unwanted information.
The data sync between Pics.io and Pennylane 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 Pics.io and Pennylane. 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 Pics.io
Pics.io is a cloud service for digital assets management built on top of Google Drive.
Learn MoreAbout 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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