Connect ServiceNow and Pennylane to Build Intelligent Automations

Choose a Trigger

ServiceNow

When this happens...

Choose an Action

Pennylane

Automatically do this!

Ready to use ServiceNow and Pennylane automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer Invoice Created

New Customer Invoice Created

Runs when new customer 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 ServiceNow

Do thisActions

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

Create Service Catalog Request

Create Service Catalog Request

Creates a ServiceNow catalog request for a selected item with quantity, requester, and any additional details.

Create Customer

Create Customer

Creates a new individual customer.

Create a Product

Create a Product

Creates a new product in pennylane.

Update Customer

Update Customer

Update a customer.

Update Product

Update Product

Update a product.

Create Estimate

Create Estimate

Create a new estimate.

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Frequently Asked Questions

How do I start an integration between ServiceNow and Pennylane?

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

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

Absolutely. You can customize how ServiceNow 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 ServiceNow and Pennylane?

The data sync between ServiceNow 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 ServiceNow 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 ServiceNow and Pennylane?

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

ServiceNow

About ServiceNow

ServiceNow is a cloud-based platform that provides enterprise solutions for IT service management (ITSM), IT operations management (ITOM), and IT business management (ITBM). It helps organizations streamline their workflows, automate processes, and improve service delivery across various departments.

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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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