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

Automatically do this!
Enable Integrations or automations with these events of Pennylane and practitest
Runs when new customer invoice is created
Triggers when a new customer is created.
Triggers when a new product is created.
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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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 practitest accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in practitest (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in practitest. This includes choosing which data fields go into which fields of practitest, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and practitest 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 practitest. 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 MorePractiTest QA and test management solution helps users to manage the development and testing process, with an end-to-end approach starting from requirements, creating and running tests, tracking bugs and reporting them to all relevant stakeholders. PractiTest integrates with all leading testing tools such bug tracking (JIRA and others), CI/CD , automation and collaboration tools .
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