Connect Pennylane and Breeze to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
Create New Project
Create New Task
Create Workspace
List project
List workspaces
Get Activity and audit log
Ready to use Pennylane and Breeze 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.
New Project
Triggers when a new project is created.
New File
Triggers when a new file is added.
New Task
Triggers when a new task is created.
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.
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Frequently Asked Questions
To start, connect both your Pennylane and Breeze accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Breeze (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Breeze. This includes choosing which data fields go into which fields of Breeze, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Breeze 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 Breeze. 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 Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn MoreAbout Breeze
Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
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