Connect Wootric and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Wootric
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create Estimate
Create Company Customer
Create Quote
Update a company customer
Ready to use Wootric and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Invoice Created
Runs when new customer 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 Wootric integrations.
Create End User
Creates a new end user in Wootric.
List End Users
Get all an existing users.
List Segments
List all an existing segments.
List Declines
Get all an existing declines.
Get All End User’s Declines
Get all an existing end user's declines.
Get NPS Summary
Get all an existing nps summary.
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Frequently Asked Questions
To start, connect both your Wootric and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Wootric triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Wootric 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 Wootric 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 Wootric 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 Wootric
Wootric is a customer feedback management platform that helps businesses gather, analyze, and act on customer feedback to improve customer satisfaction and loyalty
Learn MoreAbout Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn More
