

Integrate Pandle with Forecast
Send information between Pandle and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Set up a new project in Forecast each time a new project is initiated in Pandle
Enable efficient tracking and reporting of projects by creating a new project in your project management platform. This flow will initiate a new project in Forecast when a new project is established in Pandle.
How it works
- The flow triggers when a new project is added in Pandle.
- Zoho Flow creates a new project in Forecast.


Set up a new project in Forecast each time a new project is initiated in Pandle
Pandle + Forecast

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Supported triggers and actions
Integrate Pandle and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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

New person
Triggers when a new person is added

New time entry
Triggers when a new time entry is created in the selected project

New sprint
Triggers when a new sprint is created in the selected project

New milestone
Triggers when a new milestone is created in the selected project

New client
Triggers when a new client is created

New task
Triggers when a new card is created in the selected project

New subtask
Triggers when a new subtask is created in the selected project

New project
Triggers when a new project is created
All Actions - Actions are the automated tasks

Create supplier
Creates a new supplier

Create project
Creates a new project

Create quote
Creates a new quote

Create customer
Creates a new customer

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

Create project
Creates a new project

Create time registration
Creates a new time registration

Create task
Creates a new task

Create label
Creates a new label

Add person
Adds a new person

Create client
Creates a new client

Create sprint
Creates a new sprint in the selected project

Create milestone
Creates a new milestone in the selected project

Create subtask
Creates a new sub task/to-do

Fetch label
Fetches an existing label 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.
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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