Integrate Pandle with Citrix ShareFile
Send information between Pandle and Citrix ShareFile automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pandle and Citrix ShareFile using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project added
Triggers when a new project is added
Customer added
Triggers when a new customer is added
Quote added
Triggers when a new quote is added
Customer invoice created
Triggers when a new customer invoice is created
Supplier added
Triggers when a new supplier is added
Supplier invoice created
Triggers when a new supplier invoice is created
File event
Triggers when the selected file event (uploaded, deleted, downloaded, updated) occurs
User event
Triggers when the selected user event (created, updated, deleted) occurs
File event in folder
Triggers when the selected file event (uploaded, deleted, downloaded, updated) occurs in the specified folder
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create quote
Creates a new quote
Create project
Creates a new project
Create supplier
Creates a new supplier
Convert quote to invoice
Converts the specified quote to an invoice
Update project
Updates the details of an existing project
Fetch customer
Fetches the details of an existing customer
Fetch supplier
Fetches the details of an existing supplier
Create top-level folder
Creates a new top-level folder
Share folder
Shares a folder with the specified user
Create public upload link
Creates a public upload link for a folder
Add client user
Adds a new client user
Create folder
Creates a new folder
Fetch user
Fetches the details of an existing user by email address
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.
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