Connect Savvycal and Pennylane to Build Intelligent Automations

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Savvycal

When this happens...

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Pennylane

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Event

New Event

Trigger when new event is created

Event Canceled

Event Canceled

Trigger when an event is canceled

Rescheduled Event

Rescheduled Event

Trigger when an event is rescheduled.

New Customer Invoice

New Customer Invoice

Triggers when a new 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 Savvycal

Do thisActions

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

Get Account User

Get Account User

Get existing account user details

List Events

List Events

Get a list of your events scheduled via SavvyCal.

List Scheduling Links

List Scheduling Links

Get a list of scheduling links.

List Time Zones

List Time Zones

Get a list of all canonical zones in the time zone database.

Create Customer

Create Customer

Creates a new individual customer.

Create a Product

Create a Product

Creates a new product in pennylane.

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Frequently Asked Questions

How do I start an integration between Savvycal and Pennylane?

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

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

Absolutely. You can customize how Savvycal 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 Savvycal and Pennylane?

The data sync between Savvycal 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 Savvycal 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 Savvycal and Pennylane?

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

Savvycal

About Savvycal

Savvycal is a scheduling tool designed to make it easy for users to find mutually agreeable times for meetings. It offers a user-friendly interface and integrates with various calendar systems to streamline the scheduling process.

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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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