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

Automatically do this!
List Account
List Businesses
List Account People
List Custom Fields
List Event
List Event Occurrence
List Form of Payment
List Franchisees
List Pack product
List Payment Configuration
List Person
List Plans
List Plan Products
List Services
List Staff Member
Update Person
Create Person
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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.
Triggers when a new person is added to your business.
Triggers when a person is updated in your business.
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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Pennylane and pike13 accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in pike13 (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in pike13. This includes choosing which data fields go into which fields of pike13, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and pike13 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 pike13. 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.
Learn MoreThe mobile-friendly Pike13 platform allows class-based businesses like strength and conditioning gyms, yoga studios, and pilates studios to manage everything from clients and schedules to billing and payroll.
Learn More