Pennylane + Tally
Create new Pennylane customers from new Tally submissions
Ensure smooth and efficient data management with this workflow that responds to new submissions in Tally by creating a new customer in Pennylane. Benefit from a seamless information transfer and effortlessly maintain up-to-date records. This process not only boosts productivity but eliminates the risk of manual data entry errors.
Ensure smooth and efficient data management with this workflow that responds to new submissions in Tally by creating a new customer in Pennylane. Benefit from a seamless information transfer and effortlessly maintain up-to-date records. This process not only boosts productivity but eliminates the risk of manual data entry errors.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Customer
Creates a new customer.
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- 14 day trial for premium features & apps
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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About Tally
The simplest way to create beautiful forms and surveys, for free.
