Connect Podio and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Item
New Workspace
New Activity
Item Updated
New View
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Retrieve a customer
Retrieve a Product
Retrieve a Category
Create Company Customer
Create Quote
Retrieve quote
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Item
Triggers when you add a new item, record or entry to an app (standard or custom).
New Workspace
Triggers when you add a new space.
New Activity
Triggers whenever there is activity in your stream.
Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
New View
Triggers when a new view is added.
New Customer Invoice
Triggers when a new invoice is created.
Do thisActions
Action is the task that follows automatically within your Podio integrations.
Create Status
Add a status update to a workspace stream.
Create Item
Create a new item, record or entry inside an app (standard or custom).
Find Item
Find an item by title in an app.
Get all Files
Get all existing files.
Get all Tasks
Get all existing in a workspace
Create a Task
Creates a new task.
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Frequently Asked Questions
To start, connect both your Podio and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Podio triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Podio 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 Podio 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 Podio 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 Podio
Podio is a customizable work management solution that allows you to streamline and sync your team’s projects and workflow. It offers features like task management, collaboration tools, and integrated chat functionality.
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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