Integrate Pandle with Todoist

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

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Set up a new project in Todoist each time a new project is initiated in Pandle

Enable seamless tracking and reporting by auto-creating projects in your task management tool from cloud-based accounting application. This flow will set up a new project in Todoist 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 Todoist.
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Set up a new project in Todoist each time a new project is initiated in Pandle

Pandle + Todoist

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Supported triggers and actions

Integrate Pandle and Todoist 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

Incomplete task added

Triggers when an incomplete task is added to the selected project

Project created

Triggers when a new project is created

Task completed

Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.

New section

Triggers when a new section is added

Any task completed

Triggers when a task (including recurring tasks) is completed in the selected project

Completed task with label

Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.

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

Add comment to task

Adds a comment to a task

Create project

Creates a new project

Add comment to project

Adds a comment to a project

Create task

Creates a new task

Invite user to project

Invites a user to a project by email

Archive project

Archives the specified project

Mark task as completed

Marks the specified task as completed

Update task

Updates the details of an existing task

Move task

Moves the specified task to the selected project

Mark task as incomplete

Marks the specified task as incomplete

Fetch user

Fetches the details of an existing user by email address. The user must be connected to your account.

Fetch project

Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.

Fetch task

Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.

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 Todoist?

Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.

To-Do Lists

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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