Connect Productroad and Pennylane to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Trigger when new post created.
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 Productroad integrations.
Change Post Status
To change status of the post you need to know ID of that post
Create Post
You can create posts on your own behalf or on behalf of your users.
Create a post on behalf of the customer
The request is identical to creating a post on your own behalf, but you need to add the email and full_name parameters, containing the email and username,
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
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Frequently Asked Questions
To start, connect both your Productroad and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Productroad triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Productroad 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 Productroad 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 Productroad 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 Productroad
Productroad is a comprehensive platform designed to streamline product management processes. It offers tools for roadmapping, feedback collection, and prioritization, enabling teams to efficiently plan and execute product strategies. With Productroad, product managers can align their teams, gather valuable insights from stakeholders, and ensure that product development is on track and aligned with business goals.
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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