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

Automatically do this!
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new invoice is created.
Triggers when a new customer is created.
Triggers when a new product is created.
Action is the task that follows automatically within your Pennylane integrations.
Creates a new product in pennylane.
Creates a new estimate.

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

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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 spotify_test accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in spotify_test (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in spotify_test. This includes choosing which data fields go into which fields of spotify_test, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and spotify_test 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 spotify_test. 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.
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