Pennylane + VideoAsk
Generate estimates in Pennylane for new responses in VideoAsk
Effortlessly manage your client estimates with this VideoAsk and Pennylane workflow. Whenever you receive a new response from a respondent in VideoAsk, an estimate is created in Pennylane. This automation streamlines your proposal process, saving you time and ensuring consistency in your client communications.
Effortlessly manage your client estimates with this VideoAsk and Pennylane workflow. Whenever you receive a new response from a respondent in VideoAsk, an estimate is created in Pennylane. This automation streamlines your proposal process, saving you time and ensuring consistency in your client communications.
- When this happens...New Response (From a Respondent)
Triggers when the transcription is ready after someone responds to a videoask.
- automatically do this!Create Estimate
Creates a new estimate.
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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 VideoAsk
VideoAsk is a business tool to help your business have meaningful interactions using the proximity of video.
