Integrate Pandle with Easy Projects
Send information between Pandle and Easy Projects automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Easy Projects when a new project is established in Pandle
Reduce discrepancies between cloud-based accounting application and project management tool by auto-syncing project details. This flow will set up a new project in Easy Projects each time a new project is initiated in Pandle.
How it works
- The flow triggers when a new project is added in Pandle.
- Zoho Flow creates a new project in Easy Projects.
Initiate a new project in Easy Projects when a new project is established in Pandle
Pandle + Easy Projects
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Supported triggers and actions
Integrate Pandle and Easy Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer added
Triggers when a new customer is added
Supplier added
Triggers when a new supplier is added
Project added
Triggers when a new project is added
Customer invoice created
Triggers when a new customer invoice is created
Supplier invoice created
Triggers when a new supplier invoice is created
Quote added
Triggers when a new quote is added
New project activity
Triggers when a new activity is created in the selected project
New activity
Triggers when a new activity is created
Updated activity
Triggers when an existing activity is updated
New activity message
Triggers when a new message is posted in the selected activity
New project
Triggers when a new project is created
New user
Triggers when a new user is created
New project message
Triggers when a new message is posted in the selected project
New time log
Triggers when a time log is created
Updated project
Triggers when an existing project is updated
Updated time log
Triggers when an existing time log is updated
New customer
Triggers when a new customer is created
All Actions - Actions are the automated tasks
Create quote
Creates a new quote
Create supplier
Creates a new supplier
Create customer
Creates a new customer
Create project
Creates a new project
Update project
Updates the details of an existing project
Convert quote to invoice
Converts the specified quote to an invoice
Fetch customer
Fetches the details of an existing customer
Fetch supplier
Fetches the details of an existing supplier
Create activity
Creates a new activity
Create customer
Creates a new customer
Update user
Updates the details of an existing user
Post activity message
Posts a new message in an activity
Create project
Creates a new project
Create User
Creates a new user
Update customer
Updates the details of an existing customer
Post project message
Posts a new message in a project
Create time log
Creates a new time log
Update project
Updates an existing project
Update activity
Updates an existing activity
Update time log
Updates an existing time log
Fetch project
Fetches an existing project by its unique ID
Fetch activity
Fetches an existing activity by its unique ID
Fetch time log
Fetches an existing time log by its unique ID
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 Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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