Integrate Pandle with LiquidPlanner
Send information between Pandle and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in LiquidPlanner whenever a new project is launched in Pandle
Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will initiate a new project in LiquidPlanner when a new project is established in Pandle.
How it works
- The flow triggers when a new project is added in Pandle.
- Zoho Flow creates a new project in LiquidPlanner.
Start a new project in LiquidPlanner whenever a new project is launched in Pandle
Pandle + LiquidPlanner
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Supported triggers and actions
Integrate Pandle and LiquidPlanner 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
Comment created or updated
Triggers when a comment is created or updated
Project created or updated
Triggers when a project is created or updated
Client added or updated
Triggers when a new client is added or details of an existing client are updated
Task created or updated
Triggers when a task is created or updated
Package added or updated
Triggers when a package is added or updated
Document created or updated
Triggers when a document is created or updated
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 package
Creates a new package
Create project
Creates a new project
Create event
Creates a full day event
Create milestone
Creates a new milestone
Create folder
Creates a new folder
Create task
Creates a new task
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.
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What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
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