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

Automatically do this!
Create Organization
Rename Organization
Delete organization
Create Template
Download Document PDF
Get Document Download Link
Get Document
Upload Document
Delete Document
Move Document
Share Template
Create Document Group
Delete Document Group
Rename Document Group
Create document and invite to sign
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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.
Trigger when a user document delete.
Trigger when user document create.
Trigger when user document open.
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 SignNow accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in SignNow (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in SignNow. This includes choosing which data fields go into which fields of SignNow, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and SignNow 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 SignNow. 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 MoreSignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
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