Connect YourGPT and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
Message Received
User Message Sent
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.
Message Received
Triggers when a new message is received in your YourGPT chatbot session.
User Message Sent
Triggers when a user sends a message to the YourGPT chatbot in an active session.
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 YourGPT integrations.
Send Message
To send a new message.
Create New Session
To create a new Session
Create Customer
Creates a new customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
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Frequently Asked Questions
To start, connect both your YourGPT and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in YourGPT triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how YourGPT 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 YourGPT 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 YourGPT 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 YourGPT
YourGPT is an advanced AI tool designed to assist users in generating human-like text based on the input provided. It leverages state-of-the-art machine learning models to understand and produce text that is coherent and contextually relevant, making it ideal for content creation, customer support, and more.
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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