Integrate Pandle with Resource Guru
Send information between Pandle and Resource Guru automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Resource Guru when a new project is established in Pandle
Reduce discrepancies between cloud-based accounting application and project management software by auto-syncing project details. This flow will start a new project in Resource Guru whenever a new project is launched in Pandle.
How it works
- The flow triggers when a new project is added in Pandle.
- Zoho Flow creates a new project in Resource Guru.
Initiate a new project in Resource Guru when a new project is established in Pandle
Pandle + Resource Guru
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Supported triggers and actions
Integrate Pandle and Resource Guru 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 or Updated Resource
Triggers when a resource is created or updated
New or Updated Booking
Triggers when a booking is created or updated
New or Updated Client
Triggers when a client is created or updated
New or Updated Project
Triggers when a project is created or updated
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 Booking
Creates a new booking
Create Project
Creates a new project
Create Resource
Creates a new resource
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 Resource Guru?
Resource Guru helps you plan your projects, clients, and resources without hassle. You can keep tabs on progress, do away with overbooking with advanced clash management, and collaborate with your team efficiently.
Similar apps
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Sales Director, Artico
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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Toto
Technical Engineer, Master Liveaboards
