Connect Stormboard and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
Idea Created
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Idea Created
Triggered when a new idea is created in Stormboard.
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 Stormboard integrations.
Create Idea
Create a new idea in a Stormboard storm and set its type, content, and color.
Create Storm
Create a Stormboard Storm with a title, plan (personal or team), optional description/goals, and an option to show idea creators' avatars.
Search Storms
Find Stormboard storms by name with optional filters (status, order, results, start) and return matching storms.
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
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Frequently Asked Questions
To start, connect both your Stormboard and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Stormboard triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Stormboard 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 Stormboard 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 Stormboard 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 Stormboard
An online stickynote whiteboard making meetings, brainstorms, and creative projects more productive and effective.
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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