Integrate Pandle with Citrix ShareFile

Send information between Pandle and Citrix ShareFile automatically, without writing any code, using Zoho Flow.

Build your own integrations between Pandle and Citrix ShareFile

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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.

Accounting

What is Citrix ShareFile?

Citrix ShareFile is a file sharing and transfer tool. You can sync files, encrypt email messages, and collaborate with your team on documents.

Documents Files

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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