Connect Speak AI and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
Text Created
Media Created
Text Analyzed
Text Failed
Embedded Recorder Created
Media Analyzed
Embedded Recorder Deleted
Embedded Recorder Recording Received
Chat Status
New Folder Created
Folder Updated
New Magic Prompts Response
New Events Created
Events Updated
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
Ready to use Speak AI and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Text Created
Triggers when a new text is created.
Media Created
Triggers when media is created.
Text Analyzed
Triggers when an existing text is analyzed.
Text Failed
Triggers when text is failed.
Embedded Recorder Created
Triggers when embedded recorder is created..
Media Analyzed
Triggers when media is analyzed.
Do thisActions
Action is the task that follows automatically within your Speak AI integrations.
Run Magic Prompt
Run a Magic Prompt with your media data.
Create Text Note
Creates a new note with the given text content and name.
Create Folder
create a new folder.
Create User
Creates a User.
Create Embed
Creates a Embed.
Schedule Event
Schedule an Event.
Know More About Speak Ai and Pennylane Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Speak AI and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Speak AI triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Speak AI 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 Speak AI 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 Speak AI 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 Speak AI
Speak Ai is a tool to analyze audio and video to get insights extraction and transcriptions.
Learn MoreAbout Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.