Connect Pennylane and Assinafy
Integrate Pennylane with Assinafy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Workspace in Assinafy when New Customer Invoice Created in Pennylane
List Workspaces in Assinafy when New Customer Invoice Created in Pennylane
Delete Workspace in Assinafy when New Customer Invoice Created in Pennylane
Delete Document from Assinafy when New Customer Invoice Created in Pennylane
Get Workspace Theme from Assinafy when New Customer Invoice Created in Pennylane
Popular Pennylane + Assinafy flows
Start from a real workflow other teams are already running.
Choose a trigger
Pennylane
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an action
Assinafy
Automatically do this!
Create Workspace
List Workspaces
Delete Workspace
Delete Document
Get Workspace Theme
Get Workspace Document KPIs
Update Workspace
Upload Document
Rename Document
List Document Tags
List Documents
Create Signer
Create Tag
Create Workspace in Assinafy when New Customer Invoice Created in Pennylane
Use this flowList Workspaces in Assinafy when New Customer Invoice Created in Pennylane
Use this flowDelete Workspace in Assinafy when New Customer Invoice Created in Pennylane
Use this flowDelete Document from Assinafy when New Customer Invoice Created in Pennylane
Use this flowGet Workspace Theme from Assinafy when New Customer Invoice Created in Pennylane
Use this flowGet Workspace Document KPIs from Assinafy when New Customer Invoice Created in Pennylane
Use this flowUpdate Workspace in Assinafy when New Customer Invoice Created in Pennylane
Use this flowUpload Document to Assinafy when New Customer Invoice Created in Pennylane
Use this flowRename Document in Assinafy when New Customer Invoice Created in Pennylane
Use this flowList Document Tags from Assinafy when New Customer Invoice Created in Pennylane
Use this flowSupported Triggers & Actions
Everything you can automate between Pennylane and Assinafy.
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.
New Workspace Created
Runs when a new workspace is created within the configured polling interval.
New Document Created
Runs when a new document is created.
New Document Rejected
Runs when new document is rejected by a signer.
Do thisActions
Action is the task that follows automatically within your Pennylane integrations.
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
Create Estimate
Create a new estimate.
Create Company Customer
Creates a new company customer.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn moreSimilar apps
About Assinafy
Assinafy is a Brazilian electronic signature platform that enables businesses to send, sign, and manage legally valid digital documents online, with a free API for integrations.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pennylane and Assinafy accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Pennylane and Assinafy as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Assinafy. No coding required.
Yes. You can set up a workflow where Pennylane triggers actions in Assinafy, and a separate workflow where Assinafy triggers actions in Pennylane. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Pennylane and Assinafy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pennylane and Assinafy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
