Integrate Pandle with Swit

Send information between Pandle and Swit automatically, without writing any code, using Zoho Flow.

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Create a new project in Swit whenever a new project is created in Pandle

Enable efficient tracking and reporting of projects by creating a new project in your team collaboration platform. This flow will generate a new project in Swit whenever a new project is created in Pandle.

How it works
  1. The flow triggers when a new project is added in Pandle.
  2. Zoho Flow creates a project in the selected workspace in Swit.
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Create a new project in Swit whenever a new project is created in Pandle

Pandle + Swit

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Supported triggers and actions

Integrate Pandle and Swit 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

Idea posted

Triggers when a new idea is posted on the selected channel

Message posted

Triggers when a new message is posted on the selected channel

Task created

Triggers when a new task is created in the selected project

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 project in the selected workspace

Create task

Creates a task in the selected project

Create idea

Posts an idea on the selected channel

Create message

Posts a message on the selected channel

Create comment on task

Posts a comment on the selected task

Fetch task

Fetches the details of an existing task

Fetch project

Fetches the details of an existing project by name

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.

Accounting

What is Swit?

Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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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.

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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

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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