Connect Un-static and Pennylane to Build Intelligent Automations
Ready to use Un-static and Pennylane automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form
Triggers when a new form is created.
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 Un-static integrations.
List Forms
List all forms in your account.
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 Un-static and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Un-static triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Un-static 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 Un-static 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 Un-static 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 Un-static
Un-static is a dynamic platform designed to revolutionize the way you manage and interact with your digital content. With a focus on flexibility and innovation, Un-static offers tools to enhance your content creation and management processes, making it easier to adapt to changing needs and trends.
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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