Connect Productlane and Pennylane to Build Intelligent Automations

Choose a Trigger

Productlane

When this happens...

Choose an Action

Pennylane

Automatically do this!

Ready to use Productlane and Pennylane automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Trigger when new company is add in your account.

New Contact

New Contact

Triggers when a new contact is created.

New Customer Invoice Created

New Customer Invoice Created

Runs when new customer invoice is created

New Customer

New Customer

Triggers when a new customer is created.

New Product

New Product

Triggers when a new product is created.

Request a new Trigger for Productlane

Do thisActions

Action is the task that follows automatically within your Productlane integrations.

Create Note

Create Note

Creates a new Note on Productlane.

Create Contact

Create Contact

Creates a new contact.

Create Company

Create Company

Create's a new company in your account.

Delete Company

Delete Company

Delete a specific company by its id.

Create Segment

Create Segment

Creates a new segment.

Delete Contact

Delete Contact

Deletes a specific contact by ID from the contact list.

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Frequently Asked Questions

How do I start an integration between Productlane and Pennylane?

To start, connect both your Productlane and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Productlane triggers actions in Pennylane (or vice versa).

Can we customize how data from Productlane is recorded in Pennylane?

Absolutely. You can customize how Productlane 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.

How often does the data sync between Productlane and Pennylane?

The data sync between Productlane and Pennylane typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Productlane to Pennylane?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Productlane and Pennylane?

Yes, you can set conditional logic to control the flow of data between Productlane 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.

Productlane

About Productlane

Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.

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Pennylane

About 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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