Connect Weekdone and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Objective
New Item
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 Objective
Triggers when a new objective is created in Weekdone.
New Item
Trigger when new item is created.
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 Weekdone integrations.
Create Objective
Creates a new objective in Weekdone.
Update Objective
Updates an existing objective in Weekdone.
Get All Items
Get all existing items
Create New Item
Create a New Item.
List Objectives
Get all Objectives
Update Item
Update item
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Frequently Asked Questions
To start, connect both your Weekdone and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Weekdone triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Weekdone 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 Weekdone 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 Weekdone 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 Weekdone
Weekdone is a comprehensive team management and productivity tool designed to help teams set goals, track progress, and achieve better results. It offers features like OKR (Objectives and Key Results) tracking, weekly check-ins, and real-time feedback to ensure everyone stays aligned and productive.
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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