Integrate Livespace with Pandle
Send information between Livespace and Pandle automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Livespace and Pandle using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
Project added
Triggers when a new project is added
Customer invoice created
Triggers when a new customer invoice is created
Supplier added
Triggers when a new supplier is added
Customer added
Triggers when a new customer is added
Supplier invoice created
Triggers when a new supplier invoice is created
Quote added
Triggers when a new quote is added
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create task
Creates a new task
Add deal note
Adds a note to the specified deal
Create deal
Creates a new deal
Add company note
Adds a note to the specified company
Add person note
Adds a note to the specified person
Create company
Creates a new company
Update company
Updates the details of an existing company
Update person
Updates the details of an existing person
Update deal
Updates the details of an existing deal
Fetch person
Fetches the details of an existing person
Fetch deal
Fetches the details of an existing deal
Fetch company
Fetches the details of an existing company
Create quote
Creates a new quote
Create project
Creates a new project
Create customer
Creates a new customer
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 Livespace?
Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.
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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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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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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