Connect Vybit and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Vybit
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
Use the Built-in Integrations
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 Vybit integrations.
List Vybits
Retrieve a list of the user's vybits.
Search a Vybit
Search a vybit by name.
Trigger a Vybit
Search a vybit by its Name or TriggerKey and trigger if availaible.
Create Customer
Creates a new customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
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Frequently Asked Questions
To start, connect both your Vybit and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Vybit triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Vybit 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 Vybit 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 Vybit 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 Vybit
Vybit sends distinct, personalized sound notifications that you create by recording your own sounds or choosing from thousands of available sounds. With Vybit, you can create the sounds you like so you know exactly what each notification means to you.
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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