Integrate Pandle with Simplicate
Send information between Pandle and Simplicate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a new project in Simplicate when a new project is established in Pandle
Reduce discrepancies between cloud-based accounting application and business process management platform by auto-syncing project details. This flow will set up a new project in Simplicate 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 Simplicate.
Initiate a new project in Simplicate when a new project is established in Pandle
Pandle + Simplicate
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Supported triggers and actions
Integrate Pandle and Simplicate 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
Employee added
Triggers when a new employee is added
Project created
Triggers when a new project is created
Invoice created
Triggers when a new invoice is created
Organization created
Trigger when a new organization is created
Sale recorded
Triggers when a new sale is recorded
Person added
Trigger when a new person is added
Contact person added
Triggers when a new contact person is added
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
Add person
Adds a new person
Create invoice
Creates a new invoice
Create project
Creates a new project
Add leave
Adds a new leave for an employee
Record sale
Records a new sale
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 Simplicate?
Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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