Connect Arihant PLUS and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Arihant PLUS
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create Estimate
Create Company Customer
Create Quote
Update a company customer
Ready to use Arihant PLUS and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Invoice Created
Runs when new customer invoice is created
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
Do thisActions
Action is the task that follows automatically within your Arihant PLUS integrations.
Get Order Trail
View your order trail & status
Get Holdings
Fetch all your Demat holdings including symbol, quantity, average buy price, current market value, and P&L from your trading account.
Get Account Funds
Get available account funds
Place Order
Place stock & F&O orders
Get Orders
Fetch order book or status
Find Stocks
Search stocks and get prices
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Frequently Asked Questions
To start, connect both your Arihant PLUS and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Arihant PLUS triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Arihant PLUS 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 Arihant PLUS 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 Arihant PLUS 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.
About Arihant PLUS
Arihant PLUS offers secure online trading, stock market investing, mutual funds, IPO access, portfolio management, and research tools in one powerful investment platform.
Learn MoreAbout Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn More
