Connect Pennylane and Flow
Integrate Pennylane with Flow to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Flow when New Customer Invoice Created in Pennylane
list task from Flow when New Customer Invoice Created in Pennylane
Get List from Flow when New Customer Invoice Created in Pennylane
List workspaces from Flow when New Customer Invoice Created in Pennylane
List memberships in Flow when New Customer Invoice Created in Pennylane
Popular Pennylane + Flow 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
Flow
Automatically do this!
Create Task
list task
Get List
List workspaces
List memberships
Create Task in Flow when New Customer Invoice Created in Pennylane
Use this flowlist task from Flow when New Customer Invoice Created in Pennylane
Use this flowGet List from Flow when New Customer Invoice Created in Pennylane
Use this flowList workspaces from Flow when New Customer Invoice Created in Pennylane
Use this flowList memberships in Flow when New Customer Invoice Created in Pennylane
Use this flowCreate Task in Flow when New Customer in Pennylane
Use this flowlist task from Flow when New Customer in Pennylane
Use this flowGet List from Flow when New Customer in Pennylane
Use this flowList workspaces from Flow when New Customer in Pennylane
Use this flowList memberships in Flow when New Customer in Pennylane
Use this flowSupported Triggers & Actions
Everything you can automate between Pennylane and Flow.
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 Task
Triggers when a new task is created in GetFlow.
Task Completed
Triggers when a task is marked as completed in GetFlow.
New Project
Triggers when a new project is added.
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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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 Flow
GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pennylane and Flow 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 Flow 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 Flow. No coding required.
Yes. You can set up a workflow where Pennylane triggers actions in Flow, and a separate workflow where Flow 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 Flow. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pennylane and Flow integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
