Integrate Pandle with Agiled

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

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Set up a new project in Agiled each time a new project is initiated in Pandle

Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Agiled each time a new project is initiated in Pandle.

How it works
  1. The flow triggers when a new project is added in Pandle.
  2. Zoho Flow creates a new project in Agiled.
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Set up a new project in Agiled each time a new project is initiated in Pandle

Pandle + Agiled

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Supported triggers and actions

Integrate Pandle and Agiled using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Project added

Triggers when a new project is added

Customer invoice created

Triggers when a new customer invoice is created

Supplier added

Triggers when a new supplier is added

Customer added

Triggers when a new customer is added

Supplier invoice created

Triggers when a new supplier invoice is created

Quote added

Triggers when a new quote is added

Client created

Triggers when a new client is created

Product created

Triggers when a new product is created

Lead created

Triggers when a new lead is created

Employee created

Triggers when a new employee is created

Task created

Triggers when a new task is created

Contract created

Triggers when a new contract is created

All Actions - Actions are the automated tasks

Create quote

Creates a new quote

Create project

Creates a new project

Create customer

Creates a new customer

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 task

Creates a new task

Create project

Creates a new project

Create contract

Creates a new contract

Create employee

Creates a new employee

Create product

Creates a new product

Create expense

Creates a new expense

Create ticket

Creates a new ticket

Create lead

Creates a new lead

Create client

Creates a new client

Update product

Updates the details of an existing product

Update lead

Updates the details of an existing lead

Update contract

Updates the details of an existing contract

Update employee

Updates the details of an existing employee

Update project

Updates the details of an existing project

Fetch tax

Fetches the list of existing taxes

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 Agiled?

Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.

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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With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.

Hitesh Matlani

Director - Business Development and Operations, Avid Brio

Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.

Sean Rivers

Platform Evangelist, SHARC Energy

Zoho Flow has made our merchant onboarding at least 15 times faster—from 15 days down to under 24 hours. It also keeps our data in sync across our business apps in real time, so we're making decisions on current and accurate information.

Hugo Garcia

CEO, SHARC Energy

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