Connect tabidoo and Pennylane to Build Intelligent Automations
Ready to use tabidoo and Pennylane automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Triggers when a new record is created.
Update Record
Triggers after a record being update .
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 tabidoo integrations.
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
Create Estimate
Create a new estimate.
Create Company Customer
Creates a new company customer.
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Frequently Asked Questions
To start, connect both your tabidoo and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in tabidoo triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how tabidoo 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 tabidoo 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 tabidoo 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 tabidoo
"Tabidoo is an intuitive and user-friendly online database management system designed to help you organize, store, and manage your data efficiently. With Tabidoo, you can easily create custom tables, manage relationships between data points, and collaborate seamlessly within your organization. Whether you're tracking projects, managing contacts, or handling inventory, Tabidoo simplifies data organization, making it accessible and manageable without the need for complex software or coding skills."
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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