Connect viaSocket Table and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
Column Value Changes
New Row Created
Record Is Updated
Record Is Deleted
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 viaSocket Table and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Column Value Changes
Runs when column value changes
New Row Created
Runs when new row is created
Record Is Updated
Runs when record is updated
Record Is Deleted
Runs when record is deleted
New Customer Invoice Created
Runs when new customer invoice is created
New Customer
Triggers when a new customer is created.
Do thisActions
Action is the task that follows automatically within your viaSocket Table integrations.
Add Rows To Table
Insert one or more rows
Update Table Rows
Update rows and attachments
Get Table Rows
Get table rows using filters
List Table Columns
Get all columns in a table
Upload Files to Record
Attach files by URL or Base64
Create Customer
Creates a new individual customer.
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Frequently Asked Questions
To start, connect both your viaSocket Table and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket Table triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how viaSocket Table 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 viaSocket Table 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 viaSocket Table 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 viaSocket Table
viaSocket Table is an integrated data workspace for storing, organizing, and managing records that power automations and AI-driven workflows. It helps teams keep workflow data updated, accessible, and ready to use across connected apps and automation flows.
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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