Integrate Microsoft Planner with Pandle

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

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Supported triggers and actions

Integrate Microsoft Planner and Pandle using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New group plan task

Triggers when a new task is created in group plan

New bucket

Triggers when a new plan bucket is created

New task

Triggers when a new task is created

New plan

Triggers when a new plan is created

Task completed

Triggers when an existing task is completed

Supplier invoice created

Triggers when a new supplier invoice is created

Supplier added

Triggers when a new supplier is added

Customer added

Triggers when a new customer is added

Project added

Triggers when a new project is added

Customer invoice created

Triggers when a new customer invoice is created

Quote added

Triggers when a new quote is added

All Actions - Actions are the automated tasks

Fetch group

Fetches the details of an existing group by display name or group ID

Create bucket

Creates a new bucket in the plan

Add user to group

Adds a user to an existing group

Create task

Creates a new task in the specified plan bucket

Fetch user

Fetches the details of an existing user

Fetch bucket

Fetches the details of an existing bucket

Create quote

Creates a new quote

Create customer

Creates a new customer

Create supplier

Creates a new supplier

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 supplier

Fetches the details of an existing supplier

Fetch customer

Fetches the details of an existing customer

What is Microsoft Planner?

Microsoft Planner is a planning application that helps you create plans, manage tasks, analyse the performance of your team and more.

Microsoft Task Management

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

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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