Connect Teamdeck and Pennylane to Build Intelligent Automations

Choose a Trigger

Teamdeck

When this happens...

Choose an Action

Pennylane

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer Invoice

New Customer Invoice

Triggers when a new invoice is created.

New Customer

New Customer

Triggers when a new customer is created.

New Product

New Product

Triggers when a new product is created.

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Do thisActions

Action is the task that follows automatically within your Teamdeck integrations.

Add booking

Add booking

Add a new Booking to the Selected Resource.

Create Project

Create Project

Creates a new Project in your Organization.

Create Resource

Create Resource

Creates a new rRsource in your Account.

Create Organization Unit

Create Organization Unit

Creates a organization unit.

Time Entry Resource

Time Entry Resource

Add a new time Entry assigned to any Resource within your Organization.

Update Project

Update Project

Updates an Existing Project.

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Frequently Asked Questions

How do I start an integration between Teamdeck and Pennylane?

To start, connect both your Teamdeck and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamdeck triggers actions in Pennylane (or vice versa).

Can we customize how data from Teamdeck is recorded in Pennylane?

Absolutely. You can customize how Teamdeck 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.

How often does the data sync between Teamdeck and Pennylane?

The data sync between Teamdeck and Pennylane typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Teamdeck to Pennylane?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Teamdeck and Pennylane?

Yes, you can set conditional logic to control the flow of data between Teamdeck 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.

Teamdeck

About Teamdeck

Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.

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Pennylane

About 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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