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
- The flow triggers when a new project is added in Pandle.
- Zoho Flow creates a new project in Teambook.
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
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
Client added
Triggers when a new client is added
Project created
Triggers when a new project is created
User added
Triggers when a new user is added
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 booking
Creates a new booking
Create user
Creates a new user
Create client
Creates a new client
Create project
Creates a new project
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 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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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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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
Harnoor Abroll
Technical and Operations Head, TruAct
Endless integrations. End to manual work.
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