Connect Pennylane and Daftra
Integrate Pennylane with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Pennylane when New Invoice Created in Daftra
Create a Product in Pennylane when New Invoice Created in Daftra
Update Customer in Pennylane when New Invoice Created in Daftra
Update Product in Pennylane when New Invoice Created in Daftra
Create Estimate in Pennylane when New Invoice Created in Daftra
Popular Pennylane + Daftra 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
Daftra
Automatically do this!
Update Invoice
Delete Supplier
Record Invoice Payment
Delete Estimate
Add Expense
Delete Invoice
Delete Invoice Payment
Update Product
Add Supplier
Delete Client
Update Expense
Update Estimate
Delete Expense
Add Client
Update Supplier
Add Product
List All Invoices
List All Clients
List All Products
List All Staff
Create Customer in Pennylane when New Invoice Created in Daftra
Use this flowCreate a Product in Pennylane when New Invoice Created in Daftra
Use this flowUpdate Customer in Pennylane when New Invoice Created in Daftra
Use this flowUpdate Product in Pennylane when New Invoice Created in Daftra
Use this flowCreate Estimate in Pennylane when New Invoice Created in Daftra
Use this flowCreate Company Customer in Pennylane when New Invoice Created in Daftra
Use this flowCreate Quote in Pennylane when New Invoice Created in Daftra
Use this flowUpdate a company customer in Pennylane when New Invoice Created in Daftra
Use this flowCreate Customer in Pennylane when New Product Added in Daftra
Use this flowCreate a Product in Pennylane when New Product Added in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Pennylane and Daftra.
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.
New Invoice Created
Runs when a new invoice is created in Daftra
New Product Added
Runs when a new product is added to your Daftra account.
Product Updated
Runs when a product is updated during the scheduled time window, excluding items that were only newly 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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Pennylane and Daftra free
No credit card required. Set up your first workflow in minutes.
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 Daftra
Daftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pennylane and Daftra 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 Daftra 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 Daftra. No coding required.
Yes. You can set up a workflow where Pennylane triggers actions in Daftra, and a separate workflow where Daftra 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 Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pennylane and Daftra integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
