Connect Pennylane and Copilot CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
- Request a new Action for Copilot CRM
Enable Integrations or automations with these events of Pennylane and Copilot CRM
Enable Integrations or automations with these events of Pennylane and Copilot CRM
Triggers
New Customer Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
Actions
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 a Estimate
Creates a new estimate.
Create Company Customer
Creates a new company customer.
Know More About Pennylane and Copilot Crm Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Pennylane and Copilot CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Copilot CRM (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Copilot CRM. This includes choosing which data fields go into which fields of Copilot CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Copilot CRM 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 Copilot CRM. 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 Copilot CRM
Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.