Connect WhatsAble and Pennylane to Build Intelligent Automations

Choose a Trigger

WhatsAble

When this happens...

Choose an Action

Pennylane

Automatically do this!

Enable Integrations or automations with these events of WhatsAble and Pennylane

Enable Integrations or automations with these events of WhatsAble and Pennylane

Triggers

New Customer Invoice

New Customer Invoice

Triggers when a new invoice is created.

New Customer

New Customer

Triggers when a new customer is created.

New Product

New Product

Triggers when a new product is created.

Request a new Trigger for WhatsAble

Actions

Create Customer

Create Customer

Creates a new individual customer.

Create a Product

Create a Product

Creates a new product in pennylane.

Update Customer

Update Customer

Update a customer.

Update Product

Update Product

Update a product.

Create a Estimate

Create a Estimate

Creates a new estimate.

Create Company Customer

Create Company Customer

Creates a new company customer.

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Frequently Asked Questions

How do I start an integration between WhatsAble and Pennylane?

To start, connect both your WhatsAble and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in WhatsAble triggers actions in Pennylane (or vice versa).

Can we customize how data from WhatsAble is recorded in Pennylane?

Absolutely. You can customize how WhatsAble 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.

How often does the data sync between WhatsAble and Pennylane?

The data sync between WhatsAble and Pennylane typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from WhatsAble to Pennylane?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between WhatsAble and Pennylane?

Yes, you can set conditional logic to control the flow of data between WhatsAble 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.

WhatsAble

About WhatsAble

WhatsAble allows you to send messages to your WhatsApp, including documents, videos, images and audio.

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Pennylane

About 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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