Connect Pennylane and Workzappy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice
New Customer
New Product
Choose an Action
Automatically do this!
New Task
New Project
New Phase
New Tag
Remove Task hold
Enable Organization User
Disable Organization User
Change Project Members Role
Add Project Member
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Pennylane integrations.
Create a Product
Creates a new product in pennylane.
Create a Estimate
Creates a new estimate.
New Task
Create a new task.
New Project
Create a new Project.
New Phase
Create a new phase(sprint) for your project
New Tag
Create a New tag.
Know More About Pennylane and Workzappy 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 Workzappy accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Workzappy (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Workzappy. This includes choosing which data fields go into which fields of Workzappy, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Workzappy 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 Workzappy. 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 Workzappy
Workzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.
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.