Integrate Pandle with MeisterTask
Send information between Pandle and MeisterTask automatically, without writing any code, using Zoho Flow.
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Initiate a new project in MeisterTask when a new project is established in Pandle
Enable seamless tracking and reporting by auto-creating projects in your project management tool from cloud-based accounting application. This flow will generate a new project in MeisterTask 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 MeisterTask.
Initiate a new project in MeisterTask when a new project is established in Pandle
Pandle + MeisterTask
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Supported triggers and actions
Integrate Pandle and MeisterTask 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 section
Triggers when a new section is created
New task created
Triggers when a new task is created
New task in section
Triggers when a new task is added in the selected section
New task in project
Triggers when a new task is created in the selected project
Task completed
Triggers when a task is completed
New person
Triggers when a new person is added to a project
New project
Triggers when a new project 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 task
Creates a new task in the selected section
Fetch person
Fetches a person by their 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.
Similar apps
What is MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
Similar apps
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Custom functions
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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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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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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
