Integrate Pandle with Active Collab
Send information between Pandle and Active Collab automatically, without writing any code, using Zoho Flow.
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Set up a new project in Active Collab each time a new project is initiated in Pandle
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Active Collab 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 Active Collab.
Set up a new project in Active Collab each time a new project is initiated in Pandle
Pandle + Active Collab
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Supported triggers and actions
Integrate Pandle and Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer invoice created
Triggers when a new customer invoice is created
Project added
Triggers when a new project is added
Customer added
Triggers when a new customer is added
Supplier added
Triggers when a new supplier is added
Supplier invoice created
Triggers when a new supplier invoice is created
Quote added
Triggers when a new quote is added
Task list created
Triggers when a new task list is created in a project
Task closed
Triggers when a task is closed
Project created
Triggers when a new project is created
Task moved
Triggers when a task is moved from one task list to another
Task updated
Triggers when the details of an existing task is updated
Comment added
Triggers when a comment is added to an object
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create supplier
Creates a new supplier
Create customer
Creates a new customer
Create quote
Creates a new quote
Create project
Creates a new project
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
Add comment to discussion
Adds a new comment to discussion
Add comment to task
Creates a new comment in the selected task
Move task
Moves the specified task to the selected task list
Fetch user
Fetches the details of an existing user by email address
Fetch task
Fetches the details of an existing task
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 Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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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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