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

Automatically do this!
Create a Document
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 Document is created.
New Client Created.
New item 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 Space Invoices / Apollo accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Space Invoices / Apollo (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Space Invoices / Apollo. This includes choosing which data fields go into which fields of Space Invoices / Apollo, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Space Invoices / Apollo 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 Space Invoices / Apollo. 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 MoreSpace-Invoices / Apollo is a comprehensive invoicing and billing solution designed for businesses of all sizes. It streamlines the process of creating, sending, and managing invoices, ensuring efficient financial operations.
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