
When this happens...
New Customer Invoice Created
New Customer
New Product

Automatically do this!
Create Link
Create Domain
Delete Domain
Delete Link
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new customer invoice is created
Triggers when a new customer is created.
Triggers when a new product is created.
Action is the task that follows automatically within your Pennylane integrations.
Creates a new individual customer.
Creates a new product in pennylane.
Update a customer.
Update a product.
Create a new estimate.
Creates a new company customer.

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To start, connect both your Pennylane and Linkly accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Linkly (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Linkly. This includes choosing which data fields go into which fields of Linkly, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Linkly 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 Linkly. 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.
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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