Connect VIP metal rich and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for VIP metal rich
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Retrieve a customer
Retrieve a Product
Retrieve a Category
Create Company Customer
Create Quote
Retrieve quote
Ready to use VIP metal rich and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 VIP metal rich integrations.
Send Text
Send a text message to a phone number
Send Media and File
Send a media or file with message to a phone number
Create Customer
Creates a new customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
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Frequently Asked Questions
To start, connect both your VIP metal rich and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in VIP metal rich triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how VIP metal rich 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 VIP metal rich 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 VIP metal rich 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 VIP metal rich
VIP Metal Rich is a platform dedicated to providing insights, resources, and tools for individuals interested in the metal industry and wealth management. It offers a comprehensive suite of services to help users make informed decisions about metal investments and financial growth.
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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