Connect Wotnot and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
Bot Created
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 Wotnot and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Bot Created
Triggers when a new bot 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 Wotnot integrations.
Search Bots
Search bots.
Create Bot
Creates a new bot.
Fetch Bot Flow
Gets the complete flow configuration of a bot.
Create knowledge base with domain data source
Creates a knowledge base with domain data source.
Create Customer
Creates a new customer.
Create a Product
Creates a new product in pennylane.
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Frequently Asked Questions
To start, connect both your Wotnot and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Wotnot triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Wotnot 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 Wotnot 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 Wotnot 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 Wotnot
It's easy to build bots, but hard to get the desired results. This is where WotNot steps in, providing a done-for-you service. We build a pipeline of qualified leads, automate your support, without increasing headcount with our no-code chatbot platform.
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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