Integrate Pandle with Wrike

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

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Initiate a new project in Wrike 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 start a new project in Wrike whenever a new project is launched in Pandle.

How it works
  1. The flow triggers when a new project is added in Pandle.
  2. Zoho Flow creates a new project under the selected folder in Wrike.
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Initiate a new project in Wrike when a new project is established in Pandle

Pandle + Wrike

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Supported triggers and actions

Integrate Pandle and Wrike 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

Folder or project created

Triggers when a new folder or project is created

Project status updated

Triggers when the status of a project is updated

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Comment added for task

Triggers when a new comment is added for a task

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Task event occurred

Triggers when an event has occurred in a task

Task status updated

Triggers when the status of a task is updated

Task created

Triggers when a new task is created

Folder or project event occurred

Triggers when an event has occurred in a folder or a 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 task

Creates a new task under the selected folder or project

Fetch user

Fetches the details of an existing user

Create folder

Creates a new folder under the selected parent folder

Create time log entry

Creates a new time log entry for the specified task

Add comment to task

Adds a comment to the specified task

Create project

Creates a new project under the selected folder

Add comment to folder or project

Adds a comment to the selected folder or project

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch folder or project

Fetches the details of an existing folder or project

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 Wrike?

Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.

Build comprehensive workflows using

Webhook triggers

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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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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

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CEO, Fabricroot

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