Integrate Pandle with Insightly
Send information between Pandle and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a new project in Insightly when a new project is established in Pandle
Enable seamless tracking and reporting by auto-creating projects in your relationship management software from cloud-based accounting application. This flow will generate a new project in Insightly whenever a new project is created in Pandle.
How it works
- The flow triggers when a new project is added in Pandle.
- Zoho Flow creates a new project in Insightly.
Initiate a new project in Insightly when a new project is established in Pandle
Pandle + Insightly
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Supported triggers and actions
Integrate Pandle and Insightly 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 Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact 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 Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
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.
Similar apps
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
Build comprehensive workflows using
Webhook triggers
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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.
Learn more >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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Sales Director, Artico
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
