Connect Userback and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Feedback
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 Userback and Pennylane automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Feedback
Triggered when a new feedback is submitted in Userback.
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 Userback integrations.
List Feedback
List of feedback
List Projects
List Available Projects
Create a Feedback
Creates a new feedback entry in Userback.
List Comments
List comments from a feedback
List Members
Lists available Members
List SessionRecordings
Lists available SessionRecordings
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Frequently Asked Questions
To start, connect both your Userback and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Userback triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Userback 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 Userback 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 Userback 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 Userback
Userback is a visual feedback and bug tracking tool designed to streamline the process of collecting feedback from users and managing it efficiently. It allows teams to gather annotated screenshots, video recordings, and comments directly from users, making it easier to identify and resolve issues quickly.
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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