Connect Snitcher and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Snitcher
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 Snitcher and Pennylane automations
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 Snitcher integrations.
Add Tag to Organization
Add tag to organization
Remove Tag From Organisation
Remove a tag from organisation
List Organisations
List organisations by filters
Get Organisation Contacts
Retrieve organisation contacts
Create Tag
Create a workspace tag
Create Customer
Creates a new individual customer.
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Frequently Asked Questions
To start, connect both your Snitcher and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Snitcher triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Snitcher 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 Snitcher 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 Snitcher 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 Snitcher
A monitoring and alerting tool that notifies users about changes or events on monitored assets.
Learn MoreAbout Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn More
