Integrate Pandle with Basecamp 2

Send information between Pandle and Basecamp 2 automatically, without writing any code, using Zoho Flow.

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Initiate a new project in Basecamp 2 when a new project is established in Pandle

Reduce discrepancies between cloud-based accounting application and project management software by auto-syncing project details. This flow will initiate a new project in Basecamp 2 when a new project is established 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 Basecamp 2.
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Initiate a new project in Basecamp 2 when a new project is established in Pandle

Pandle + Basecamp 2

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Supported triggers and actions

Integrate Pandle and Basecamp 2 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

New text document

Triggers when a new text document is added to the selected project

New to-do list

Triggers when a new to-do list is created

New message

Triggers when an new message is added in a project.

New activity

Triggers when there is an activity in the selected project

New topic

Triggers when a new topic is created

New to-do item

Triggers when a new to-do item is added to the selected list

Updated person

Triggers when the details of an existing person are updated

New person

Triggers when a new person is added in the selected account

New calendar event in project

Triggers when a new event is created in the selected project

New calendar

Triggers when a new calendar is created

New comment

Triggers when a new comment is added

New project

Triggers when a new project is created

New global activity

Triggers when there is an activity in any project

New calendar event in calendar

Triggers when a new event is created in the selected calendar

New file

Triggers when a new file is added in the selected project

New project template

Triggers when a new project template is created

Updated to-do

Triggers when an existing to-do is updated

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 calendar event in project

Creates a new calendar event in the selected project

Create project

Creates a new project

Create document

Creates a new document

Create project from template

Creates a new project from the selected template

Create to-do

Creates a new to-do item in the selected list

Update to-do

Updates an existing to-do

Create calendar event in calendar

Creates a new event in the selected calendar

Create to-do list

Creates a new to-do list

Grant access to project

Grants access to the selected project for the specified email

Create message

Creates a new message

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 Basecamp 2?

Basecamp 2 is project management software. You can add unlimited users, manage multiple projects, and track all project communication at one place.

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Custom functions

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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