Connect Pennylane and superoffice crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
- Request a new Action for superoffice crm
Enable Integrations or automations with these events of Pennylane and superoffice crm
Enable Integrations or automations with these events of Pennylane and superoffice crm
Triggers
New Customer Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
Actions
Create Customer
Creates a new customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
Create a Estimate
Creates a new estimate.
Retrieve a customer
Retrieve a customer.
Know More About Pennylane and Superoffice Crm Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Pennylane and superoffice crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in superoffice crm (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in superoffice crm. This includes choosing which data fields go into which fields of superoffice crm, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and superoffice crm 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 superoffice crm. 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.
About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn MoreAbout superoffice crm
SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.