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
- The flow triggers when a new project is added in Pandle.
- Zoho Flow creates a new project in ProWorkflow.
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
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
Invoice updated
Triggers when the details of an existing invoice are edited
Task updated
Triggers when the details of an existing task are updated
Contact created
Triggers when a new contact is added
Message created
Triggers when a new message is added
Project created
Triggers when a new project is added
Task created
Triggers when a new task is added
Quote created
Triggers when a new quote is added
Invoice created
Triggers when a new invoice is added
Company created
Triggers when a new company is added
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
Add company
Creates a new company
Add contact
Creates a new contact
Add project
Creates a new project
Add expense
Creates a new expense
Add invoice
Creates a new invoice
Find project
Fetches the details of an existing project
Find contact
Fetches the details of an existing contact using username or email address
Find company
Fetches the details of an existing company by name or email address
Find invoice
Fetches the details of an existing invoice
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.
What is ProWorkflow?
ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.
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