Connect SendGrid and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SendGrid
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 SendGrid and Pennylane automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 SendGrid integrations.
Create or Update Contact
This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.
Add Recipient to SendGrid
Add a Recipient to SendGrid List.
Add a Single Recipient to a List
Adds an existing recipient to a specified SendGrid contact list.
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 SendGrid and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in SendGrid triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how SendGrid 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 SendGrid 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 SendGrid 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 SendGrid
SendGrid, a Twilio service, offers cloud-based solutions to facilitate email marketing campaigns, transactional emails, and direct email communication through API, SMTP Relay, and Marketing Campaigns interface.
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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