Connect Pointagram and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Pointagram
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create Estimate
Create Company Customer
Create Quote
Update a company customer
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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.
Do thisActions
Action is the task that follows automatically within your Pointagram integrations.
Find Players
Looks up a player by matching either player name, player external id or email-address.
Create Player
Creates a new player.
Create or Find Player
Search for an existing player or create a new one if the player is not found.
Add Points
Add points for a player in a score series
Update a Player
Updates an existing player
Create Customer
Creates a new individual customer.
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Frequently Asked Questions
To start, connect both your Pointagram and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Pointagram triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Pointagram 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 Pointagram 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 Pointagram 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 Pointagram
Pointagram is a platform designed to gamify team activities and enhance engagement through point-based challenges and rewards. It allows teams to create competitions, track progress, and celebrate achievements, fostering a fun and motivating environment.
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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