Connect Pennylane and xconnect to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
- Request a new Action for xconnect
Enable Integrations or automations with these events of Pennylane and xconnect
Enable Integrations or automations with these events of Pennylane and xconnect
Triggers
New Customer Invoice Created
Runs when new customer 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 individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
Create Estimate
Create a new estimate.
Create Company Customer
Creates a new company customer.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Know More About Pennylane and Xconnect Integrations
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
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
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
Frequently Asked Questions
To start, connect both your Pennylane and xconnect accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in xconnect (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in xconnect. This includes choosing which data fields go into which fields of xconnect, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and xconnect 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 xconnect. 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 xconnect
xConnect Remote Management Platform allows you to monitor your system hardware remotely and provide notification for potential service issues.
Learn More
