Integrate Referrizer with Pandle
Send information between Referrizer and Pandle automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Referrizer and Pandle using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact added
Triggers when a new contact is created
Attendance added
Triggers when a new attendance is added
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
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using email address or phone number
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
What is Referrizer?
Referrizer is a marketing automation platform designed to help businesses get more clients, maximize referrals, and improve customer retention.
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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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Webhook triggers
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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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Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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