Integrate Pandle with Zoho Forms
Send information between Pandle and Zoho Forms automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pandle and Zoho Forms using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Supplier invoice created
Triggers when a new supplier invoice is created
Entry submitted - Old version
Triggers when a new entry is submitted in the selected form
Entry submitted - New version
Triggers when a new entry is submitted in the selected form
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create quote
Creates a new quote
Create project
Creates a new project
Create supplier
Creates a new supplier
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
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.
What is Zoho Forms?
Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.
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