Connect Teamhood and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Item
Item 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
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Item
Triggers when a New Item is created in Teamhood.
Item Updated
Triggers when an existing Item is updated in Teamhood.
New Customer Invoice
Triggers when a new 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 Teamhood integrations.
Complete Item
Complete an Items
Create a Item
Creates an existing Items
List Workspace
Get all workspaces in Teamhood.
List Users
Get al l users for Teamhood.
List Board Templates
Get All Board Templates in Teamhood.
List Workspace Templates
Get all Workspaces Templates in Teamhood.
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Frequently Asked Questions
To start, connect both your Teamhood and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamhood triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Teamhood 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 Teamhood 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 Teamhood 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 Teamhood
Teamhood is a collaborative project management tool designed to enhance team productivity and streamline workflows. It offers features such as task management, time tracking, and visual project planning to help teams efficiently manage their projects and tasks.
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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