Integrate Pandle with Easy Projects

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

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Initiate a new project in Easy Projects when a new project is established in Pandle

Reduce discrepancies between cloud-based accounting application and project management tool by auto-syncing project details. This flow will set up a new project in Easy Projects each time a new project is initiated 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 Easy Projects.
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Initiate a new project in Easy Projects when a new project is established in Pandle

Pandle + Easy Projects

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Supported triggers and actions

Integrate Pandle and Easy Projects 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 added

Triggers when a new customer is added

Quote added

Triggers when a new quote is added

Customer invoice created

Triggers when a new customer invoice is created

Supplier added

Triggers when a new supplier is added

Updated activity

Triggers when an existing activity is updated

New activity

Triggers when a new activity is created

New activity message

Triggers when a new message is posted in the selected activity

New project activity

Triggers when a new activity is created in the selected project

New customer

Triggers when a new customer is created

Updated project

Triggers when an existing project is updated

New user

Triggers when a new user is created

New project

Triggers when a new project is created

New time log

Triggers when a time log is created

New project message

Triggers when a new message is posted in the selected project

Updated time log

Triggers when an existing time log is updated

All Actions - Actions are the automated tasks

Create quote

Creates a new quote

Create project

Creates a new project

Create supplier

Creates a new supplier

Create customer

Creates a new customer

Convert quote to invoice

Converts the specified quote to an invoice

Update project

Updates the details of an existing project

Fetch customer

Fetches the details of an existing customer

Fetch supplier

Fetches the details of an existing supplier

Update user

Updates the details of an existing user

Create User

Creates a new user

Create activity

Creates a new activity

Post activity message

Posts a new message in an activity

Create time log

Creates a new time log

Create customer

Creates a new customer

Update customer

Updates the details of an existing customer

Create project

Creates a new project

Post project message

Posts a new message in a project

Update project

Updates an existing project

Update time log

Updates an existing time log

Update activity

Updates an existing activity

Fetch project

Fetches an existing project by its unique ID

Fetch time log

Fetches an existing time log by its unique ID

Fetch activity

Fetches an existing activity by its unique ID

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 Easy Projects?

Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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