Integrate Pandle with Workstack

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

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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
  1. The flow triggers when a new project is added in Pandle.
  2. Zoho Flow creates a new project in Workstack.
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Set up a new project in Workstack each time a new project is initiated in Pandle

Pandle + Workstack

Build your own integrations between Pandle and Workstack

Connect Pandle and Workstack with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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.

Accounting

What is Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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