Connect Savio and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Company Created
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
Ready to use Savio and Pennylane automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Alert when a contact is added
New Company Created
Runs when new company created
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 Savio integrations.
Create Product Feedback
Add product feedback
List All Companies
Show all customer companies
List All Contacts
See all customer contacts
Save Contact
Add or update a contact
Add Or Update Company
Create or update a company
List Customer Feature Requests
Show customer feature requests
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Frequently Asked Questions
To start, connect both your Savio and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Savio triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Savio 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 Savio 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 Savio 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 Savio
Savio is a powerful tool designed to streamline customer feedback management, helping businesses gather, organize, and prioritize feedback to enhance product development and customer satisfaction.
Learn MoreAbout Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn More
