Integrate Pandle with Clustdoc
Send information between Pandle and Clustdoc automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pandle and Clustdoc using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Supplier invoice created
Triggers when a new supplier invoice is created
Supplier added
Triggers when a new supplier is added
Customer added
Triggers when a new customer is added
Project added
Triggers when a new project is added
Customer invoice created
Triggers when a new customer invoice is created
Quote added
Triggers when a new quote is added
Template created
Triggers when a new template is created
Application closed
Triggers when an application is closed
Online form created
Triggers when a new online form is created
E-contract created
Triggers when a new e-contract is created
Application created
Triggers when a new application is created
All Actions - Actions are the automated tasks
Create supplier
Creates a new supplier
Create project
Creates a new project
Create quote
Creates a new quote
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 supplier
Fetches the details of an existing supplier
Fetch customer
Fetches the details of an existing customer
Create template
Creates a new template
Create message
Creates a new message
Create online form
Creates a new online form
Create application
Creates a new application
Create e-contract
Creates a new e-contract
Update template
Updates the details of an existing template
Update an application
Updates the details of an existing application
Update message
Updates the details of an existing message
Update e-contract
Updates the details of an existing e-contract
Update online form
Updates the details of an existing online form
Fetch template
Fetches the details of an existing template using ID
Fetch e-contract
Fetches the details of an existing e-contract using ID
Fetch online form
Fetches the details of an existing online form using ID
Fetch message
Fetches the details of an existing message using ID
Fetch application
Fetches the details of an existing application using ID
Search application record
Searches for an existing application using an email address, first name, or last name of the contact
Search template record
Searches for an existing template using template name
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.
Similar apps
What is Clustdoc?
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