Integrate Pandle with LiquidPlanner
Send information between Pandle and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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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
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
New or updated client
Triggers when a new client is added or details of an existing client are updated
New or updated task
Triggers when a task is created or updated
New or updated package
Triggers when a package is added or updated
New or updated document
Triggers when a document is created or updated
New or updated comment
Triggers when a comment is created or updated
New or updated project
Triggers when a project is created or 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
Create a task
Creates a new task
Create a package
Creates a new package
Create a project
Creates a new project
Create an event
Create a full day event
Create a milestone
Creates a new milestone
Create folder
Creates a new folder
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.
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
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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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
Endless integrations. End to manual work.
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