Integrate Pandle with Resource Guru

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

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Initiate a new project in Resource Guru 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 start a new project in Resource Guru 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 in Resource Guru.
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Initiate a new project in Resource Guru when a new project is established in Pandle

Pandle + Resource Guru

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Supported triggers and actions

Integrate Pandle and Resource Guru 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 or Updated Resource

Triggers when a resource is created or updated

New or Updated Client

Triggers when a client is created or updated

New or Updated Project

Triggers when a project is created or updated

New or Updated Booking

Triggers when a booking is created or 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 Project

Creates a new project

Create Booking

Creates a new booking

Create Resource

Creates a new resource

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 Resource Guru?

Resource Guru helps you plan your projects, clients, and resources without hassle. You can keep tabs on progress, do away with overbooking with advanced clash management, and collaborate with your team efficiently.

Project Management

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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