Integrate Pandle with Zoho SalesIQ
Send information between Pandle and Zoho SalesIQ automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pandle and Zoho SalesIQ 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
Conversation participants added
Triggers when participants are invited to the chat
Conversation transfer initiated
Triggers when a conversation transfer is initiated
Conversation rated
Triggers when a conversation is rated
Conversation attender updated
Triggers when an operator picks up a chat
Conversation missed
Triggers when a conversation is missed
Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator
Department created
Triggers when a new department is created to the specified portal
Conversation completed
Triggers when a conversation is completed
Operator added
Triggers when a new operator is added
Conversation participants deleted
Triggers when a participant is removed from a conversation
Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator
Conversation created
Triggers when a new conversation is created
All Actions - Actions are the automated tasks
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
Associate operators to department
Associates operators to the selected department
Create article
Creates a new article
Enable department
Enables the selected department
Update operator status
Updates the status of an existing operator
Disable department
Disables the selected department
Send message to latest conversation
Sends a message to the latest conversation
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.
Similar apps
What is Zoho SalesIQ?
Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.
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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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Technical Engineer, Master Liveaboards
