Generate invoices automatically when appointments are booked
When a client books a session in Smily, automatically create a draft or ready-to-send invoice in Pennylane to streamline your billing process.
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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.
Pennylane Explore Pennylane →
TriggersFires when a new invoice is created in Pennylane.
Fires when a payment is recorded in Pennylane.
Fires when an invoice in Pennylane passes its due date unpaid.
Fires when a new expense is recorded in Pennylane.
Creates a new invoice in Pennylane.
Records a payment against an invoice in Pennylane.
Creates a new expense entry in Pennylane.
Syncs a customer's billing record in Pennylane.
Smily Explore Smily →
TriggersFires when a new booking or appointment is made in Smily.
Fires when a booking in Smily is changed or canceled.
Fires when a new customer books for the first time in Smily.
Creates a new booking or appointment in Smily.
Cancels or moves a booking in Smily.
Creates or updates a customer record in Smily.
Adds a booking from Smily to a connected calendar.
More Pennylane + Smily workflows
Schedule follow-up consultations when invoices are paid
When a payment is received in Pennylane, automatically create a new booking or update the customer's profile in Smily so their next session is prepared.
See details
Sync new appointment contacts directly to your accounting records
When a new customer books for the first time in Smily, automatically sync their record into Pennylane so financial history stays tied to the right profile.
See details
See all Pennylane + Smily integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate invoices automatically when appointments are booked” between Pennylane and Smily?
Yes — describe it in the box above and Knit's Integrations Agent researches Pennylane and Smily'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 an invoice be created automatically when an appointment is booked?
Yes, whenever a client schedules a paid session in Smily, a corresponding invoice can be generated automatically in Pennylane.
How do customer records stay consistent between appointment booking and accounting?
When a new customer is added in Smily, their client profile automatically syncs over to Pennylane for streamlined invoicing and record-keeping.