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

Automatically do this!
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.
Triggered when a new form is submitted.
Action is the task that follows automatically within your Pennylane integrations.
Creates a new product in pennylane.
Creates a new estimate.

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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 Contact Form 7 accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Contact Form 7 (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Contact Form 7. This includes choosing which data fields go into which fields of Contact Form 7, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Contact Form 7 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 Contact Form 7. 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 MoreContact Form 7 is a popular WordPress plugin that allows users to create and manage multiple contact forms. It provides a simple and flexible way to customize form fields and design, enabling seamless communication between website visitors and site owners.
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