
When this happens...

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new invoice is created.
Triggers when a new customer is created.
Triggers when a new product is created.
Action is the task that follows automatically within your AirOps integrations.
Retrieve all apps in your account
Retrieve detail of an app by it's ID
Retrieve an Execution by it's ID
Retrieve all executions up till now
Creates a new customer.
Creates a new product in pennylane.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your AirOps and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in AirOps triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how AirOps 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 AirOps 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 AirOps 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.
AirOps lets you build and scale powered AI Workflows and Agents starting from templates for a range of use cases including Long-form content generation, Document reformatting, Real-time performant APIs and more.
Learn MorePennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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