Full list

Supported Triggers & Actions

Everything you can automate between Pennylane and Hana.

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer Invoice Created

New Customer Invoice Created

Runs when new customer invoice is created

New Customer

New Customer

Triggers when a new customer is created.

New Product

New Product

Triggers when a new product is created.

New Report Group

New Report Group

Triggers when a new Report Group is created.

New Report Group Message

New Report Group Message

Triggers when a new Report Group Message is added to a particular group.

New Integration Group Space

New Integration Group Space

Triggers when Hana is added to a new group space in Chat.

Request a new Trigger for Pennylane

Do thisActions

Action is the task that follows automatically within your Pennylane integrations.

Create Customer

Create Customer

Creates a new individual customer.

Create a Product

Create a Product

Creates a new product in pennylane.

Update Customer

Update Customer

Update a customer.

Update Product

Update Product

Update a product.

Create Estimate

Create Estimate

Create a new estimate.

Create Company Customer

Create Company Customer

Creates a new company customer.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 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.

viaSocket AI builder interface
AI Workflow Builder

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.

No coding required|Review before publishing|Works with 2,000+ apps
Create with AI

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
Support agent
What can I help you with?
How can I set trigger?
10:30 AM ✓

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 Hana free

No credit card required. Set up your first workflow in minutes.

Integrations Hana
Hana + Pennylane
Hana logo

About Hana

Hana is a comprehensive platform designed to streamline business operations through advanced technology solutions. It offers a range of services that cater to various business needs, enhancing productivity and efficiency.

Learn more

Frequently Asked Questions

How do I connect Pennylane and Hana?

Sign up for a free viaSocket account, then authorize both your Pennylane and Hana 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Pennylane and Hana as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Pennylane to Hana?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Hana. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Pennylane triggers actions in Hana, and a separate workflow where Hana triggers actions in Pennylane. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Pennylane and Hana. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Pennylane and Hana integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.