Integrate Pandle with Workstack
Send information between Pandle and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Workstack each time a new project is initiated in Pandle
Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will initiate a new project in Workstack 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 Workstack.
Set up a new project in Workstack each time a new project is initiated in Pandle
Pandle + Workstack
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Supported triggers and actions
Integrate Pandle and Workstack 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 task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo list
Triggers when a new todo list is created in the selected project
New project
Triggers when a new project 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 task
Creates a new task in the selected todo
Create meeting
Creates a new meeting
Create todo
Creates a new todo in the selected project
Create todo list
Creates a new todo list in the selected project
Create project
Creates a new 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.
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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