![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
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
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
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.
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
Initiate a new project in Insightly when a new project is established in Pandle
Pandle + Insightly
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Pandle and Insightly
Connect Pandle and Insightly 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 Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
Customer added
Triggers when a new customer is added
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
Supplier added
Triggers when a new supplier is added
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
Project added
Triggers when a new project is added
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
Customer invoice created
Triggers when a new customer invoice is created
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
Supplier invoice created
Triggers when a new supplier invoice is created
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
Quote added
Triggers when a new quote is added
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
New Task
Triggers when a new task is created
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
New Project
Triggers when a new project is created
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
New Opportunity
Triggers when a new opportunity is created
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
New Lead
Triggers when a new lead is created
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
New Organization
Triggers when a new organization is created
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
New Contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
Create quote
Creates a new quote
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
Create supplier
Creates a new supplier
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
Create customer
Creates a new customer
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
Create project
Creates a new project
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
Update project
Updates the details of an existing project
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
Convert quote to invoice
Converts the specified quote to an invoice
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
Fetch customer
Fetches the details of an existing customer
![](https://flow-in-public.nimbuspop.com/flow-apps/pandle.png)
Fetch supplier
Fetches the details of an existing supplier
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
Create Project
Creates a new project
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
Create Contact
Creates a new contact
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
Create Lead
Creates a new lead
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
Create Task
Creates a new task
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
Create Organization
Creates a new organization
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
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.
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