Connect 7Shifts and Pennylane to Build Intelligent Automations

Choose a Trigger

7Shifts

When this happens...

Choose an Action

Pennylane

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer Invoice Created

New Customer Invoice Created

Runs when new customer invoice is created

New Customer

New Customer

Triggers when a new customer is created.

New Product

New Product

Triggers when a new product is created.

Request a new Trigger for 7Shifts

Do thisActions

Action is the task that follows automatically within your 7Shifts integrations.

Get Hours and Wages report Detailed

Get Hours and Wages report Detailed

Retrieves either scheduled or actual hours and wages

List Departments

List Departments

List Departments for a company.

List Locations

List Locations

List Locations for a company.

List Roles

List Roles

Lists roles for a company.

Retrive User

Retrive User

Retrieve a specific user by User ID

Create Customer

Create Customer

Creates a new individual customer.

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Frequently Asked Questions

How do I start an integration between 7Shifts and Pennylane?

To start, connect both your 7Shifts and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in 7Shifts triggers actions in Pennylane (or vice versa).

Can we customize how data from 7Shifts is recorded in Pennylane?

Absolutely. You can customize how 7Shifts 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.

How often does the data sync between 7Shifts and Pennylane?

The data sync between 7Shifts and Pennylane typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from 7Shifts to Pennylane?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between 7Shifts and Pennylane?

Yes, you can set conditional logic to control the flow of data between 7Shifts 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.

7Shifts

About 7Shifts

7shifts offers robust settings for managing labor visibility and schedule configuration, including Time Clocking and integration settings for tracking labor data and hiding certain staff members from the schedule.

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Pennylane

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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