Integrate Pandle with Roll
Send information between Pandle and Roll automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Roll whenever a new project is launched in Pandle
Enable seamless tracking and reporting by auto-creating projects in your project management app from cloud-based accounting application. This flow will set up a new project in Roll each time a new project is initiated in Pandle.
How it works
- The flow triggers when a new project is added in Pandle.
- Zoho Flow creates a new project in Roll.
Start a new project in Roll whenever a new project is launched in Pandle
Pandle + Roll
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Supported triggers and actions
Integrate Pandle and Roll 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
Company created
Triggers when a new company is created
Time record created
Triggers when a new time record is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
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 company
Creates a new company
Create task
Creates a new task
Create project
Creates a new project
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 Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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