Connect Pennylane and CircleCI
Integrate Pennylane with CircleCI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Organization in Circleci when New Customer Invoice Created in Pennylane
Create URL Orb allow-list in CircleCI when New Customer Invoice Created in Pennylane
Create Project in Circleci when New Customer Invoice Created in Pennylane
Create Environment Variable in Circleci when New Customer Invoice Created in Pennylane
Create Organization in Circleci when New Customer in Pennylane
Popular Pennylane + CircleCI 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
CircleCI
Automatically do this!
Create Organization
Create URL Orb allow-list
Create Project
Create Environment Variable
Create Organization in Circleci when New Customer Invoice Created in Pennylane
Use this flowCreate URL Orb allow-list in CircleCI when New Customer Invoice Created in Pennylane
Use this flowCreate Project in Circleci when New Customer Invoice Created in Pennylane
Use this flowCreate Environment Variable in Circleci when New Customer Invoice Created in Pennylane
Use this flowCreate Organization in Circleci when New Customer in Pennylane
Use this flowCreate URL Orb allow-list in CircleCI when New Customer in Pennylane
Use this flowCreate Project in Circleci when New Customer in Pennylane
Use this flowCreate Environment Variable in Circleci when New Customer in Pennylane
Use this flowCreate Organization in Circleci when New Product in Pennylane
Use this flowCreate URL Orb allow-list in CircleCI when New Product in Pennylane
Use this flowSupported Triggers & Actions
Everything you can automate between Pennylane and CircleCI.
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.
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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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 CircleCI
CircleCI is a leading continuous integration and delivery platform that automates the software development process, allowing teams to build, test, and deploy applications quickly and efficiently. It integrates seamlessly with popular version control systems and provides powerful tools for managing complex workflows, ensuring high-quality software delivery.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pennylane and CircleCI 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 CircleCI 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 CircleCI. No coding required.
Yes. You can set up a workflow where Pennylane triggers actions in CircleCI, and a separate workflow where CircleCI 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 CircleCI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pennylane and CircleCI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
