AccountingNone Integrations

Pennylane

Pennylane simplifies your financial management by connecting all your cash flow tools. With CalendarLink, you can efficiently use Add-to-Calendar features to enhance collaboration with your accountant, ensuring everything is timely and organized.

Start with CalendarLink
Open in Zapier

Or use Make, our universal links or API.

Why Use Calendar Links in Pennylane

Reduce no-shows with Add-to-Calendar, driving faster actions and creating a clear call to action.

  • Universal Add to Calendar link for Google, Outlook, Apple, etc.
  • Smart reminders that reduce no-shows
  • Seamlessly integrates via Zapier, Make, API & webhooks
  • Brandable invite and attendance analytics

How Pennylane Works with CalendarLink

Turn Pennylane Activity into Calendar Events

1. Create a CalendarLink for each new billing subscription

Trigger an Add-to-Calendar prompt whenever a new billing subscription is created in Pennylane. This ensures timely calendar updates.

2. Send data to CalendarLink

Map essential data such as names, dates, and descriptions. Optionally, include RSVP for better engagement tracking.

3. Publish the personalized invite

Receive the Add-to-Calendar link back and incorporate it in your communication to ensure seamless calendar integration.

Fire Pennylane Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Identify this trigger by setting a New Upcoming Event in CalendarLink, which syncs effortlessly with Pennylane.

2. Map Add-to-Calendar Data

Ensure smooth data flow of titles, dates, times, and attendees between CalendarLink and Pennylane.

3. Create a Customer Invoice

Automatically create new customer invoices in Pennylane when events in CalendarLink are updated, staying informed and responsive.

Pro Tips for Pennylane and Add-to-Calendar

  • Utilize universal Add to Calendar links for comprehensive reach.
  • Leverage smart reminders to boost attendance rates.
  • Analyze click + attendance patterns for improved RSVP strategies.
  • Maximize Zapier integration for automated workflows.
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Cin7 Core Inventory

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Cin7 Core Inventory is your all-in-one solution for managing inventory, sales, and customer relationships. CalendarLink adds simplicity with universal Add-to-Calendar functionality, boosting user engagement and ensuring timely event participation.

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✔ Unlimited events ✔ Adds-to-Calendar ✔ RSVP ✔ Subscribe-to-Calendar ✔ Notifications