
When this happens...
New Customer Invoice
New Customer
New Product

Automatically do this!
Create List
Update List
Delete List
Create Field
Update Field
Delete Field
Create Brand Property
Update Brand Property
Delete Brand Property
Get Brand Property
Create Brand
Update Brand
Get Brand Details
Create User
Update User
Delete User
Search User By Id
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.
Trigger when new contact is created.
Triggers when a new user is created.
Triggers when a new brand is created.
Action is the task that follows automatically within your Pennylane integrations.
Creates a new product in pennylane.
Creates a new estimate.
Creates a new list.
Update the details of existing list.
Delete a specific list from the selected brand.
Creates a new field.

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 Pennylane and BigMailer accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in BigMailer (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in BigMailer. This includes choosing which data fields go into which fields of BigMailer, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and BigMailer 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 Pennylane and BigMailer. 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.
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn MoreBigmailer is a comprehensive email marketing platform designed to help businesses manage and automate their email campaigns efficiently. It offers features such as email list management, campaign automation, and detailed analytics to optimize email marketing efforts.
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