Connect Twenty and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message
Updated Message
New Favorite
New Attachment
New Blocklist
New Note
New Opportunity
New Task
New Person
New Company
Updated Company
Updated Person
Updated Task
Updated Opportunity
Updated Note
Updated Blocklist
Updated Attachment
Updated Favorite
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Create Company Customer
Create Quote
Update a company customer
Ready to use Twenty and Pennylane automations
Explore more automations built by businesses and experts
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message
Triggers when a new message is created
Updated Message
Triggers when an existing message is updated
New Favorite
Triggers when a new favorite is created
New Attachment
Triggers when a new attachment is created
New Blocklist
Triggers when a new blocklist is created
New Note
Triggers when a new note is created
Do thisActions
Action is the task that follows automatically within your Twenty integrations.
Create Company
Creates a new company
Update Company
Update an existing company
Delete Company
delete a specific company
List All Companies
Retrieves a list of companies
List All Attachments
Retrieves a list of attachments
List All Calender Events
Retrieves a list of calenderEvents
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Frequently Asked Questions
To start, connect both your Twenty and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Twenty triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Twenty 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 Twenty 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 Twenty 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 Twenty
Twenty is a platform designed to enhance social interactions and event planning, making it easier for users to connect with friends and organize gatherings. It offers tools for scheduling, managing invitations, and tracking RSVPs, all aimed at simplifying the process of bringing people together.
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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