Integrate Pandle with Roll

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

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Start a new project in Roll whenever a new project is launched in Pandle

Enable seamless tracking and reporting by auto-creating projects in your project management app from cloud-based accounting application. This flow will set up a new project in Roll 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 Roll.
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Start a new project in Roll whenever a new project is launched in Pandle

Pandle + Roll

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Supported triggers and actions

Integrate Pandle and Roll 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

Time record created

Triggers when a new time record is created

Company created

Triggers when a new company is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

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 company

Creates a new company

Create project

Creates a new project

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.

Accounting

What is Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

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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Technical Engineer, Master Liveaboards

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