Integrate Pandle with Neaktor

Send information between Pandle and Neaktor automatically, without writing any code, using Zoho Flow.

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Start a new project in Neaktor whenever a new project is launched in Pandle

Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Neaktor when a new project is established in Pandle.

How it works
  1. The flow triggers when a new project is added in Pandle.
  2. Zoho Flow creates a new project using the specified module in Neaktor.
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Start a new project in Neaktor whenever a new project is launched in Pandle

Pandle + Neaktor

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Supported triggers and actions

Integrate Pandle and Neaktor using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Quote added

Triggers when a new quote is added

Customer invoice created

Triggers when a new customer invoice is created

Supplier added

Triggers when a new supplier is added

Supplier invoice created

Triggers when a new supplier invoice is created

Project added

Triggers when a new project is added

Customer added

Triggers when a new customer is added

Task status updated

Triggers when the details of an existing task is updated

Task created

Triggers when a new task is created

Task deleted

Triggers when a task is deleted

Task status completed

Triggers when a task status is marked complete

Task comment added

Triggers when a new task comment is added

Assignee changed

Triggers when the assignee is changed

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Create quote

Creates a new quote

Create project

Creates a new project

Create supplier

Creates a new supplier

Convert quote to invoice

Converts the specified quote to an invoice

Update project

Updates the details of an existing project

Fetch customer

Fetches the details of an existing customer

Fetch supplier

Fetches the details of an existing supplier

Create event

Creates a new event

Create reminder

Creates a new reminder

Create task

Creates a new task using the specified task model

Add project managers

Adds project managers to the specified project

Create project

Creates a new project using the specified module

Update event

Updates the details of an event

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task using ID or IDx

Fetch task

Fetches the details of an existing project using ID or IDx

Fetch user

Fetches the details of an existing user using email address

Fetch event or reminder

Fetches the details of an existing event or a reminder using ID

Fetch project

Fetches the details of an existing project using ID or key

What is Pandle?

Pandle is a cloud-based accounting application designed for small businesses. It helps you streamline accounting activities such as invoicing, receipt uploads, payroll services, and more.

Accounting

What is Neaktor?

Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Founder and CEO, Nexivo

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CEO, Infinite Solutions

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Brett Stewart

Senior Project Manager, SHARC Energy

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