Connect Signaturely and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Signaturely
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Retrieve a customer
Retrieve a Product
Retrieve a Category
Create Company Customer
Create Quote
Retrieve quote
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Invoice
Triggers when a new 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 Signaturely integrations.
Create Folder
This action creates a new folder.
Search Document
Search your documents.
Rename Document
This action rename the document.
Delete Document
This action deletes the document.
Create Customer
Creates a new customer.
Create a Product
Creates a new product in pennylane.
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Frequently Asked Questions
To start, connect both your Signaturely and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Signaturely triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Signaturely 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 Signaturely 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 Signaturely 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 Signaturely
Signaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.
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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