
When this happens...

Automatically do this!
Create a Product
Create a Estimate
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.
Action is the task that follows automatically within your Streamtime integrations.
Creates a new Personal To-Do record in the system.
Adds a comment to a job.
Creates a new Job in the system.
Add a label to a Job,Quote,Invoice,Logged Expense,Company,Contact and User.
Creates a new product in pennylane.
Creates a new estimate.

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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 Streamtime and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Streamtime triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Streamtime 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 Streamtime 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 Streamtime 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.
Streamtime is a project management and time tracking tool designed for creative teams. It helps streamline workflows, manage tasks, and track time efficiently, making it ideal for agencies and creative professionals.
Learn MorePennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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