
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 Employment Hero integrations.
Get all existing organization
Creates a new customer.
Creates a new product in pennylane.
Update a customer.
Update a product.
Creates a new estimate.

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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 Employment Hero and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Employment Hero triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Employment Hero 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 Employment Hero 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 Employment Hero 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.
Employment Hero is a comprehensive platform designed to streamline HR, payroll, and employee management processes. It offers tools for recruitment, onboarding, performance management, and compliance, making it easier for businesses to manage their workforce efficiently.
Learn MorePennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn More