Integrate Pennylane with your favorite apps
Easily connect Pennylane with the apps you use every day. Pick from thousands of available Pennylane integrations or customize
new ones through our automation platform.
Ready to use Pennylane automations
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Triggers and Actions in Pennylane Automations
viaSocket makes it simple to connect Pennylane and automate repetitive tasks.
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.
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.
How to get started with Pennylane automations
Automate when something happens in Pennylane
Login -> Create new flow -> Select trigger -> Search Pennylane -> Choose the trigger from the list
Take action in Pennylane when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Pennylane -> Choose the action from the list
Trigger
Action
Real-world use cases of Pennylane integrations
See how Pennylane integrates with popular apps to automate tasks and streamline your workflow.
- Integrate pennylane with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and pennylane databases.
- Integrate pennylane with MySQL to automatically sync records, facilitating seamless data exchange between pennylane and your SQL databases.
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Frequently Asked Questions
About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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