Integrate Pandle with Wrike

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

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Initiate a new project in Wrike when a new project is established in Pandle

Enable seamless tracking and reporting by auto-creating projects in your project management tool from cloud-based accounting application. This flow will start a new project in Wrike whenever a new project is launched in Pandle.

How it works
  1. The flow triggers when a new project is added in Pandle.
  2. Zoho Flow creates a new project under the selected folder in Wrike.
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Initiate a new project in Wrike when a new project is established in Pandle

Pandle + Wrike

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Supported triggers and actions

Integrate Pandle and Wrike 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 status updated

Triggers when the status of a project is updated

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Comment added for task

Triggers when a new comment is added for a task

Folder or project created

Triggers when a new folder or project is created

Task status updated

Triggers when the status of a task is updated

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Task event occurred

Triggers when an event has occurred in a task

Folder or project event occurred

Triggers when an event has occurred in a folder or a project

Task created

Triggers when a new task 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 project

Creates a new project under the selected folder

Create task

Creates a new task under the selected folder or project

Create folder

Creates a new folder under the selected parent folder

Add comment to task

Adds a comment to the specified task

Add comment to folder or project

Adds a comment to the selected folder or project

Create time log entry

Creates a new time log entry for the specified task

Fetch user

Fetches the details of an existing user

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch folder or project

Fetches the details of an existing folder or 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.

Accounting

What is Wrike?

Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.

Build comprehensive workflows using

Webhook triggers

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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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CEO, Lakeside CNC Group

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Technical Engineer, Master Liveaboards

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