Connect Typeform and Pennylane to Build Intelligent Automations

Choose a Trigger

Typeform

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 Entry

New Entry

Triggers when a form is submitted

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.

Request a new Trigger for Typeform

Do thisActions

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

Create an Empty Form

Create an Empty Form

Creates a new empty form.

Duplicate an Existing Form

Duplicate an Existing Form

Duplicates an existing form

Lookup Responses

Lookup Responses

Look up responses for a given criteria

Create Customer

Create Customer

Creates a new individual customer.

Create a Product

Create a Product

Creates a new product in pennylane.

Update Customer

Update Customer

Update a customer.

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Step by step guides to integrate Typeform and Pennylane

Frequently Asked Questions

How do I start an integration between Typeform and Pennylane?

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

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

Absolutely. You can customize how Typeform 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 Typeform and Pennylane?

The data sync between Typeform 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 Typeform 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 Typeform and Pennylane?

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

Typeform

About Typeform

Typeform makes collecting and sharing information comfortable and conversational. It's a web based platform you can use to create anything from surveys to apps, without needing to write a single line of code.

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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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