Integrate Pandle with LiquidPlanner
Send information between Pandle and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Start a new project in LiquidPlanner whenever a new project is launched in Pandle
Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will initiate a new project in LiquidPlanner when a new project is established in Pandle.
How it works
- The flow triggers when a new project is added in Pandle.
- Zoho Flow creates a new project in LiquidPlanner.
Start a new project in LiquidPlanner whenever a new project is launched in Pandle
Pandle + LiquidPlanner
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Supported triggers and actions
Integrate Pandle and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Client added or updated
Triggers when a new client is added or details of an existing client are updated
Task created or updated
Triggers when a task is created or updated
Package added or updated
Triggers when a package is added or updated
Document created or updated
Triggers when a document is created or updated
Comment created or updated
Triggers when a comment is created or updated
Project created or updated
Triggers when a project is created or updated
All Actions - Actions are the automated tasks
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
Create task
Creates a new task
Create package
Creates a new package
Create project
Creates a new project
Create event
Creates a full day event
Create milestone
Creates a new milestone
Create folder
Creates a new folder
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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What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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Custom functions
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Learn more >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
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
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
