Integrate Pandle with Agiled

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

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Set up a new project in Agiled each time a new project is initiated in Pandle

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

Pandle + Agiled

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Supported triggers and actions

Integrate Pandle and Agiled 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

Product created

Triggers when a new product is created

Lead created

Triggers when a new lead is created

Client created

Triggers when a new client is created

Contract created

Triggers when a new contract is created

Employee created

Triggers when a new employee is created

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 employee

Creates a new employee

Create task

Creates a new task

Create project

Creates a new project

Create product

Creates a new product

Create lead

Creates a new lead

Create client

Creates a new client

Create expense

Creates a new expense

Create ticket

Creates a new ticket

Create contract

Creates a new contract

Update employee

Updates the details of an existing employee

Update project

Updates the details of an existing project

Update contract

Updates the details of an existing contract

Update product

Updates the details of an existing product

Update lead

Updates the details of an existing lead

Fetch tax

Fetches the list of existing taxes

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 Agiled?

Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.

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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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

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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