Connect shift4shop and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for shift4shop
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Create Company Customer
Create Quote
Update a company customer
Ready to use shift4shop and Pennylane automations
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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 shift4shop integrations.
Create a Customer
Creates a new customer object.
Update Customer
Update an existing Customer.
Delete a Customer
Deletes an existing customer object.
Create a new Card
Creates a new card object.
Retrieve an existing Card
Retrieves an existing card object.
Delete a Card
Deletes an existing card object.
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Frequently Asked Questions
To start, connect both your shift4shop and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in shift4shop triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how shift4shop data is recorded in Pennylane. This includes choosing which data fields go into which fields of Pennylane, setting up custom formats, and filtering out unwanted information.
The data sync between shift4shop and Pennylane 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 shift4shop and Pennylane. 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 shift4shop
Shift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.
Learn MoreAbout Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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