Integrate Pandle with Wrike

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

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Initiate a new project in Wrike when a new project is established in Pandle

Enable seamless tracking and reporting by auto-creating projects in your project management tool from cloud-based accounting application. This flow will start a new project in Wrike whenever a new project is launched in Pandle.

How it works
  1. The flow triggers when a new project is added in Pandle.
  2. Zoho Flow creates a new project under the selected folder in Wrike.
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Initiate a new project in Wrike when a new project is established in Pandle

Pandle + Wrike

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Supported triggers and actions

Integrate Pandle and Wrike 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

Task event occurred

Triggers when an event has occurred in a task

Folder or project created

Triggers when a new folder or project is created

Comment added for task

Triggers when a new comment is added for a task

Task status updated

Triggers when the status of a task is updated

Project status updated

Triggers when the status of a project is updated

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Task created

Triggers when a new task is created

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Folder or project event occurred

Triggers when an event has occurred in a folder or a project

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 project

Creates a new project under the selected folder

Add comment to task

Adds a comment to the specified task

Create time log entry

Creates a new time log entry for the specified task

Create folder

Creates a new folder under the selected parent folder

Fetch user

Fetches the details of an existing user

Create task

Creates a new task under the selected folder or project

Add comment to folder or project

Adds a comment to the selected folder or project

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Fetch folder or project

Fetches the details of an existing folder or project

Fetch task

Fetches the details of an existing 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 Wrike?

Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.

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

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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