Integrate Pandle with Simplicate
Send information between Pandle and Simplicate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a new project in Simplicate when a new project is established in Pandle
Reduce discrepancies between cloud-based accounting application and business process management platform by auto-syncing project details. This flow will set up a new project in Simplicate 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 Simplicate.
Initiate a new project in Simplicate when a new project is established in Pandle
Pandle + Simplicate
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Supported triggers and actions
Integrate Pandle and Simplicate 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
Invoice created
Triggers when a new invoice is created
Employee added
Triggers when a new employee is added
Sale recorded
Triggers when a new sale is recorded
Project created
Triggers when a new project is created
Contact person added
Triggers when a new contact person is added
Organization created
Triggers when a new organization is created
Person added
Triggers when a new person is added
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
Add person
Adds a new person
Record sale
Records a new sale
Create project
Creates a new project
Create invoice
Creates a new invoice
Add leave
Adds a new leave for an employee
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 Simplicate?
Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.
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