Integrate Pandle with Shortcut

Send information between Pandle and Shortcut automatically, without writing any code, using Zoho Flow.

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Start a new project in Shortcut whenever a new project is launched in Pandle

Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Shortcut each time a new project is initiated in Pandle.

How it works
  1. The flow triggers when a new project is added in Pandle.
  2. Zoho Flow creates a new project in Shortcut.
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Start a new project in Shortcut whenever a new project is launched in Pandle

Pandle + Shortcut

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Supported triggers and actions

Integrate Pandle and Shortcut 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

Project created

Triggers when a new project is created

Comment added

Triggers when a new comment is added

Story created

Triggers when a new story is created in a project

Milestone created

Triggers when a new milestone is created

Epic created

Triggers when a new epic 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 comment

Creates a new comment in a selected story

Create milestone

Creates a new milestone

Create project

Creates a new project

Create team

Creates a new team

Create label

Creates a new label

Create story

Creates a new story in the selected project

Create epic

Creates a new epic

Create category

Creates a new category

Create iteration

Creates a new iteration

Update epic

Updates the details of an existing epic

Update team

Update details of an existing team

Update story

Updates the details of an existing story

Update iteration

Update details of an existing iteration

Update label

Updates the details of an existing label

Fetch team

Fetch the details of an existing team using ID

Fetch epic

Fetch the details of an existing epic using ID

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.

Accounting

What is Shortcut?

Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.

Project Management

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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