Connect Teamhood and Pennylane
Integrate Teamhood with Pennylane to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Customer in Pennylane when Item Created in Teamhood
Create Estimate in Pennylane when Item Created in Teamhood
Create Company Customer in Pennylane when Item Created in Teamhood
Update a company customer in Pennylane when Item Created in Teamhood
Create Customer in Pennylane when Item Updated in Teamhood
Popular Teamhood + Pennylane flows
Start from a real workflow other teams are already running.
Choose a trigger
Teamhood
When this happens...
Item Created
Item Updated
Choose an action
Pennylane
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create Estimate
Create Company Customer
Create Quote
Update a company customer
Update Customer in Pennylane when Item Created in Teamhood
Use this flowCreate Estimate in Pennylane when Item Created in Teamhood
Use this flowCreate Company Customer in Pennylane when Item Created in Teamhood
Use this flowUpdate a company customer in Pennylane when Item Created in Teamhood
Use this flowCreate Customer in Pennylane when Item Updated in Teamhood
Use this flowCreate a Product in Pennylane when Item Updated in Teamhood
Use this flowComplete Item in Teamhood when New Customer Invoice Created in Pennylane
Use this flowCreate Board Row in Teamhood when New Customer Invoice Created in Pennylane
Use this flowCreate Board in Teamhood when New Customer Invoice Created in Pennylane
Use this flowDelete Item in Teamhood when New Customer Invoice Created in Pennylane
Use this flowSupported Triggers & Actions
Everything you can automate between Teamhood and Pennylane.
When this happensTriggers
A trigger is an event that starts a workflow.
Item Created
Runs when a new item is created in the selected workspace.
Item Updated
Runs when an existing item in Teamhood is updated.
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.
Do thisActions
Action is the task that follows automatically within your Teamhood integrations.
Complete Item
Marks the item as done.
Create Item
Creates a new item in your Teamhood board.
Create Board Row
Creates a new row on a Teamhood board with a title, start date, and end date.
Create Board
Creates a new board in Teamhood to organize tasks and projects.
Delete Item
Removes an item from Teamhood.
Create Customer
Creates a new individual customer.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Teamhood
Teamhood is a collaborative project management tool designed to enhance team productivity and streamline workflows. It offers features such as task management, time tracking, and visual project planning to help teams efficiently manage their projects and tasks.
Learn moreSimilar apps
About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Teamhood and Pennylane accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Teamhood and Pennylane as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pennylane. No coding required.
Yes. You can set up a workflow where Teamhood triggers actions in Pennylane, and a separate workflow where Pennylane triggers actions in Teamhood. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Teamhood and Pennylane. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teamhood and Pennylane integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
