Connect Spaceinvoices and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
New Document
Client Updated
Client Deleted
New Item
Document Updated
Document Deleted
Item Updated
Item Deleted
New Payment
Payment Updated
Payment Deleted
New Recurrence
Recurrence Update
Recurrence Deleted
New Tax
Tax Updated
Tax Deleted
New Unit
Unit Updated
Unit Deleted
New Category
Category Deleted
Category Updated
New Price
Price Updated
Price Deleted
Order Deleted
New Order
Order Updated
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create Estimate
Create Company Customer
Create Quote
Update a company customer
Ready to use Spaceinvoices and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggered when a new client is created in SpaceInvoice.
New Document
Trigger when a new document is created.
Client Updated
Triggered when a client is updated in SpaceInvoice.
Client Deleted
Triggered when a client is deleted in SpaceInvoice.
New Item
Triggered when a new item is created in SpaceInvoice.
Document Updated
Trigger when a document is updated.
Do thisActions
Action is the task that follows automatically within your Spaceinvoices integrations.
Create Client
Create a new client in spaceinvoices.
Send Document by Email
Send document in email
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.
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Frequently Asked Questions
To start, connect both your Spaceinvoices and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Spaceinvoices triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Spaceinvoices 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 Spaceinvoices 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 Spaceinvoices 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 Spaceinvoices
SpaceInvoice is a comprehensive invoicing platform designed to streamline billing processes for businesses of all sizes. It offers features such as customizable invoice templates, automated billing, and seamless integration with accounting software, making it an ideal solution for efficient financial management.
Learn MoreAbout Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn More
