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

Automatically do this!
Create a New Item
Create a Customer Order
Create a Purchase Order
Update a Customer Order
Update a Purchase Order
Update an Item
Get a Item Details
Get a Customer Order
Get a Purchase Order
Generate CSV Export (Inventory) as CSV String
Generate CSV Export(Customer Orders) as CSV String
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.
Triggers when a new customer order is created.
Triggers when a new item is created.
Triggers when a new purchase order is created.
Action is the task that follows automatically within your Pennylane integrations.
Creates a new customer.
Creates a new product in pennylane.
Update a customer.
Update a product.
Creates a new estimate.
Retrieve a customer.

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

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Zenventory accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Zenventory (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Zenventory. This includes choosing which data fields go into which fields of Zenventory, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Zenventory 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 Zenventory. 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 MoreZenventory is a robust web-based inventory management system for small to medium-sized businesses. It helps manage inventory, orders, and suppliers, integrating with popular shipping and e-commerce platforms to streamline operations.
Learn More