Connect Pyrus and Pennylane to Build Intelligent Automations

Choose a Trigger

Pyrus

When this happens...

Choose an Action

Pennylane

Automatically do this!

Ready to use Pyrus and Pennylane automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 Pyrus

Do thisActions

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

Create Simple Task

Create Simple Task

Creates a simple task with contacts

Get Forms

Get Forms

Get an existing form details by it's form id.

Create Task With Form

Create Task With Form

Creates a new task With an existing Form.

Delete Task

Delete Task

Delete task by task id.

Add Member

Add Member

Add a new team member.

List Forms

List Forms

Returns a description of all the forms in which the current user is a manager or a member.

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Frequently Asked Questions

How do I start an integration between Pyrus and Pennylane?

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

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

Absolutely. You can customize how Pyrus 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 Pyrus and Pennylane?

The data sync between Pyrus 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 Pyrus 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 Pyrus and Pennylane?

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

Pyrus

About Pyrus

Pyrus is a collaborative work management platform designed to streamline workflows, automate routine tasks, and enhance team productivity. It offers features such as task management, approval workflows, and real-time collaboration to help businesses operate more efficiently.

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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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