
When this happens...

Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create Estimate
Create Company Customer
Create Quote
Update a company customer
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new customer 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 HTML/CSS to Image integrations.
Convert HTML markup or a public webpage into an image (PNG/JPEG/WebP). Supports custom CSS, Google Fonts, element cropping, size, device scale, and render delay.
Creates a new individual customer.
Creates a new product in pennylane.
Update a customer.
Update a product.
Create a new estimate.

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To start, connect both your HTML/CSS to Image and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in HTML/CSS to Image triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how HTML/CSS to Image 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 HTML/CSS to Image 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 HTML/CSS to Image 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.
HTML/CSS to Image is a tool for converting code into an image (jpg, png or webp). Images render exactly like they do in Google Chrome.
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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