Integrate Pandle with ProWorkflow

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

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

Enable seamless tracking and reporting by auto-creating projects in your task and workflow management application from cloud-based accounting application. This flow will generate a new project in ProWorkflow whenever a new project is created in Pandle.

How it works
  1. The flow triggers when a new project is added in Pandle.
  2. Zoho Flow creates a new project in ProWorkflow.
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Start a new project in ProWorkflow whenever a new project is launched in Pandle

Pandle + ProWorkflow

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Supported triggers and actions

Integrate Pandle and ProWorkflow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Supplier invoice created

Triggers when a new supplier invoice is created

Project added

Triggers when a new project is added

Customer invoice created

Triggers when a new customer invoice is created

Supplier added

Triggers when a new supplier is added

Quote added

Triggers when a new quote is added

Customer added

Triggers when a new customer is added

Message created

Triggers when a new message is added

Contact created

Triggers when a new contact is added

Task updated

Triggers when the details of an existing task are updated

Company created

Triggers when a new company is added

Invoice updated

Triggers when the details of an existing invoice are edited

Invoice created

Triggers when a new invoice is added

Quote created

Triggers when a new quote is added

Task created

Triggers when a new task is added

Project created

Triggers when a new project is added

All Actions - Actions are the automated tasks

Create supplier

Creates a new supplier

Create quote

Creates a new quote

Create project

Creates a new project

Create customer

Creates a new customer

Update project

Updates the details of an existing project

Convert quote to invoice

Converts the specified quote to an invoice

Fetch customer

Fetches the details of an existing customer

Fetch supplier

Fetches the details of an existing supplier

Add invoice

Creates a new invoice

Add expense

Creates a new expense

Add project

Creates a new project

Add contact

Creates a new contact

Add company

Creates a new company

Find contact

Fetches the details of an existing contact using username or email address

Find project

Fetches the details of an existing project

Find invoice

Fetches the details of an existing invoice

Find company

Fetches the details of an existing company by name or email address

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 ProWorkflow?

ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.

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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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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