Connect Sendlane and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sendlane
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 Sendlane 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 Sendlane integrations.
Subscribe a Contact
Subscribe a contact by its email ID.
Unsubscribe a Contact
Unsubscribe a contact by its email ID
Delete a Contact
Delete a Contact by its email id
Get a Contact Detail
Get a contact detail by its email id
Create a List
Create a list and specify sender's profile detail
Update a List
Update a list from the list ID
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Frequently Asked Questions
To start, connect both your Sendlane and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Sendlane triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Sendlane 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 Sendlane 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 Sendlane 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 Sendlane
Sendlane is an email marketing service that provides businesses with tools to create and send email campaigns, automate marketing processes, and analyze email engagement. It's designed to help improve customer communication and drive sales.
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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