Connect Pennylane and CRM.io
Integrate Pennylane with CRM.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All lists from CRM.io when New Customer Invoice Created in Pennylane
Search List by Name in CRM.io when New Customer Invoice Created in Pennylane
List All Tags from CRM.io when New Customer Invoice Created in Pennylane
Search Notes in CRM.io when New Customer Invoice Created in Pennylane
List All Companies from CRM.io when New Customer Invoice Created in Pennylane
Popular Pennylane + CRM.io 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
CRM.io
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
List All lists from CRM.io when New Customer Invoice Created in Pennylane
Use this flowSearch List by Name in CRM.io when New Customer Invoice Created in Pennylane
Use this flowList All Tags from CRM.io when New Customer Invoice Created in Pennylane
Use this flowSearch Notes in CRM.io when New Customer Invoice Created in Pennylane
Use this flowList All Companies from CRM.io when New Customer Invoice Created in Pennylane
Use this flowList All Deals from CRM.io when New Customer Invoice Created in Pennylane
Use this flowList All Pipelines from CRM.io when New Customer Invoice Created in Pennylane
Use this flowList All Products from CRM.io when New Customer Invoice Created in Pennylane
Use this flowList All Sources from CRM.io when New Customer Invoice Created in Pennylane
Use this flowList All Users from CRM.io when New Customer Invoice Created in Pennylane
Use this flowSupported Triggers & Actions
Everything you can automate between Pennylane and CRM.io.
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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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pennylane and CRM.io 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 CRM.io 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 CRM.io. No coding required.
Yes. You can set up a workflow where Pennylane triggers actions in CRM.io, and a separate workflow where CRM.io 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 CRM.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pennylane and CRM.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
