Integrate Pandle with Neaktor
Send information between Pandle and Neaktor automatically, without writing any code, using Zoho Flow.
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Start a new project in Neaktor whenever a new project is launched in Pandle
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Neaktor 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 using the specified module in Neaktor.
Start a new project in Neaktor whenever a new project is launched in Pandle
Pandle + Neaktor
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Supported triggers and actions
Integrate Pandle and Neaktor 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
Task deleted
Triggers when a task is deleted
Task created
Triggers when a new task is created
Task status updated
Triggers when the details of an existing task is updated
Assignee changed
Triggers when the assignee is changed
Task comment added
Triggers when a new task comment is added
Task status completed
Triggers when a task status is marked complete
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
Add project managers
Adds project managers to the specified project
Create task
Creates a new task using the specified task model
Create reminder
Creates a new reminder
Create event
Creates a new event
Create project
Creates a new project using the specified module
Update project
Updates the details of an existing project
Update event
Updates the details of an event
Update task
Updates the details of an existing task using ID or IDx
Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
Fetch user
Fetches the details of an existing user using email address
Fetch task
Fetches the details of an existing project using ID or IDx
Fetch project
Fetches the details of an existing project using ID or key
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 Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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