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
- The flow triggers when a new project is added in Pandle.
- Zoho Flow creates a new project under the selected folder in Wrike.
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.
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
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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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.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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 truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
