When new or updated projet (export affaires) in Esabora, sync it to Pennylane.

When a new or updated project is exported from Esabora, sync the project billing details to Pennylane.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Esabora Explore Esabora →

Triggers

New note created

Fires when a new note or document is created in Esabora.

Note updated

Fires when an existing note or document changes in Esabora.

Document sent for signature

Fires when a document in Esabora is sent out for signature.

Actions

Create a document from a template

Generates a new document in Esabora from a saved template.

Create or append to a note

Creates a note in Esabora or adds text to an existing one.

Convert a document to PDF

Converts a file in Esabora to PDF.

Send a document for signature

Sends a document from Esabora out for signature.

Pennylane Explore Pennylane →

Triggers

New invoice created

Fires when a new invoice is created in Pennylane.

Payment received

Fires when a payment is recorded in Pennylane.

Invoice overdue

Fires when an invoice in Pennylane passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Pennylane.

Actions

Create invoice

Creates a new invoice in Pennylane.

Record payment

Records a payment against an invoice in Pennylane.

Create expense

Creates a new expense entry in Pennylane.

Sync customer record

Syncs a customer's billing record in Pennylane.

Generate contract templates from newly created invoices When a new invoice is created in Pennylane, automatically build a matching document from a template in Esabora ready to send for signature. See details

Log follow-up notes for overdue payments When an invoice becomes overdue in Pennylane, automatically create or append notes in Esabora to keep account history documented. See details

Record expenses when contracts are signed When a signed document is finalized in Esabora, automatically record a corresponding expense record in Pennylane to keep finances accurate. See details

See all Esabora + Pennylane integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When new or updated projet (export affaires) in Esabora, sync it to Pennylane.” between Esabora and Pennylane?

Yes — describe it in the box above and Knit's Integrations Agent researches Esabora and Pennylane's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can client contracts be generated automatically when billing starts?

Yes, creating a new invoice in Pennylane can automatically populate a standardized contract template in Esabora and prepare it for electronic signature.

How does this integration assist with overdue collections?

When an invoice passes its due date in Pennylane, automated workflows can log detailed notes and payment records in Esabora to aid collection teams.