Connect Trafft and Pennylane
Integrate Trafft with Pennylane to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Pennylane when Appointment Booked in Trafft
Create a Product in Pennylane when Appointment Booked in Trafft
Update Customer in Pennylane when Appointment Booked in Trafft
Update Product in Pennylane when Appointment Booked in Trafft
Create Estimate in Pennylane when Appointment Booked in Trafft
Popular Trafft + Pennylane flows
Start from a real workflow other teams are already running.
Choose a trigger
Trafft
When this happens...
Appointment Booked
Appointment Canceled
Appointment Rescheduled
Appointment Status Changed
New Customer
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
Create Customer in Pennylane when Appointment Booked in Trafft
Use this flowCreate a Product in Pennylane when Appointment Booked in Trafft
Use this flowUpdate Customer in Pennylane when Appointment Booked in Trafft
Use this flowUpdate Product in Pennylane when Appointment Booked in Trafft
Use this flowCreate Estimate in Pennylane when Appointment Booked in Trafft
Use this flowCreate Company Customer in Pennylane when Appointment Booked in Trafft
Use this flowCreate Quote in Pennylane when Appointment Booked in Trafft
Use this flowUpdate a company customer in Pennylane when Appointment Booked in Trafft
Use this flowCreate Customer in Pennylane when Appointment Canceled in Trafft
Use this flowCreate a Product in Pennylane when Appointment Canceled in Trafft
Use this flowSupported Triggers & Actions
Everything you can automate between Trafft and Pennylane.
When this happensTriggers
A trigger is an event that starts a workflow.
Appointment Booked
Triggered when a appointment is booked in Trafft.
Appointment Canceled
Triggered when an appointment is canceled in Trafft.
Appointment Rescheduled
Triggered when an existing appointment is rescheduled in Trafft.
Appointment Status Changed
Triggered when an existing appointment status is changed in Trafft.
New Customer
Triggers when a customer is created in Trafft.
New Customer Invoice Created
Runs when new customer invoice is created
Do thisActions
Action is the task that follows automatically within your Trafft integrations.
Create Booking
Creates a new bookings in Trafft.
List All Services
Retrieves a list of all services.
Create Customer
Create's a new customer.
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a 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 Trafft
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
Learn moreAbout 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 Trafft 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 Trafft 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 Trafft triggers actions in Pennylane, and a separate workflow where Pennylane triggers actions in Trafft. 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 Trafft and Pennylane. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Trafft 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.
