Sync new appointment contacts directly to your accounting records

When a new customer books for the first time in Synchroteam, automatically sync their record into Pennylane so financial history stays tied to the right profile.

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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.

Synchroteam Explore Synchroteam →

Triggers

New booking made

Fires when a new booking or appointment is made in Synchroteam.

Booking rescheduled or canceled

Fires when a booking in Synchroteam is changed or canceled.

New customer

Fires when a new customer books for the first time in Synchroteam.

Actions

Create a booking

Creates a new booking or appointment in Synchroteam.

Cancel or reschedule a booking

Cancels or moves a booking in Synchroteam.

Create or update a customer

Creates or updates a customer record in Synchroteam.

Add the booking to a calendar

Adds a booking from Synchroteam to a connected calendar.

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 invoices automatically when appointments are booked When a client books a session in Synchroteam, automatically create a draft or ready-to-send invoice in Pennylane to streamline your billing process. See details

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 Synchroteam so their next session is prepared. See details

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

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FAQ

Common questions

Can Knit build “Sync new appointment contacts directly to your accounting records” between Synchroteam and Pennylane?

Yes — describe it in the box above and Knit's Integrations Agent researches Synchroteam 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 an invoice be created automatically when an appointment is booked?

Yes, whenever a client schedules a paid session in Synchroteam, 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 Synchroteam, their client profile automatically syncs over to Pennylane for streamlined invoicing and record-keeping.