Connect Salesflare and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
New Contact
New Opportunity
New Task
New Workflow Step Event
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 Account
Trigger When a new Account is created
New Contact
Trigger when New Contact Created
New Opportunity
Trigger when new opportunity is created
New Task
Trigger when a new task is created
New Workflow Step Event
Triggers when new workflow step event is created.
New Customer Invoice
Triggers when a new invoice is created.
Do thisActions
Action is the task that follows automatically within your Salesflare integrations.
Find account
Find an account
Find Contact
Find a contact
Find Opportunity
Find an Opportunity
Find Person
Find a Person
Find Pipeline Stage
Find a Pipeline Stage
Find User
Find a User
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Frequently Asked Questions
To start, connect both your Salesflare and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesflare triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Salesflare 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 Salesflare 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 Salesflare 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 Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
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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