Connect Whatchimp and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Whatchimp
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 Whatchimp 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 Whatchimp integrations.
Send Message
Send a new message (24 hours window)
Send Template Message
Sends a template message.
Add Chat to Team Member
Assign a chat to a specific team member.
Create Subscriber
Add a new subscriber.
Create a Label
Create a new label (tag).
Update Subscriber
Update the details of an existing subscriber.
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Frequently Asked Questions
To start, connect both your Whatchimp and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Whatchimp triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Whatchimp 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 Whatchimp 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 Whatchimp 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 Whatchimp
Whatchimp is a platform designed to enhance your video and audio experiences. It offers tools and features that allow users to manage, edit, and optimize their multimedia content efficiently. Whether you're a content creator, marketer, or just someone who loves working with videos and audio, Whatchimp provides the necessary resources to elevate your projects.
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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