Integrate Pandle with Teambook

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

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Set up a new project in Teambook each time a new project is initiated in Pandle

Reduce discrepancies between cloud-based accounting application and project management software by auto-syncing project details. This flow will initiate a new project in Teambook 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 in Teambook.
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Set up a new project in Teambook each time a new project is initiated in Pandle

Pandle + Teambook

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Supported triggers and actions

Integrate Pandle and Teambook 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

Project created

Triggers when a new project is created

User added

Triggers when a new user is added

Client added

Triggers when a new client 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

Create project

Creates a new project

Create client

Creates a new client

Create booking

Creates a new booking

Create user

Creates a new user

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 Teambook?

Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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Technical Engineer, Master Liveaboards

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