Connect Pennylane and CustomerX Tracking to Build Intelligent Automations
Enable Integrations or automations with these events of Pennylane and CustomerX Tracking
Enable Integrations or automations with these events of Pennylane and CustomerX Tracking
Triggers
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.
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 Estimate
Create a new estimate.
Create Company Customer
Creates a new company customer.
Explore more automations built by businesses and experts
Know More About Pennylane and Customerx Tracking 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 CustomerX Tracking accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in CustomerX Tracking (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in CustomerX Tracking. This includes choosing which data fields go into which fields of CustomerX Tracking, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and CustomerX Tracking 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 CustomerX Tracking. 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 More
About CustomerX Tracking
CustomerX is a customer success platform that helps you manage engagement and relationships with your customers
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.