Connect TimeRex and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
Event Cancelled
Event Rescheduled
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.
New Event
Triggers when new event is created.
Event Cancelled
Triggers when a TimeRex event is cancelled.
Event Rescheduled
Triggers when an event is resheduled using a TimeRex Calendar.
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 TimeRex integrations.
Get User
Get user information.
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.
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Frequently Asked Questions
To start, connect both your TimeRex and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in TimeRex triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how TimeRex 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 TimeRex 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 TimeRex 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 TimeRex
Timerex is a powerful time management and scheduling tool designed to help individuals and teams optimize their productivity. With features like task tracking, calendar integration, and automated reminders, Timerex ensures you stay on top of your commitments and deadlines.
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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