Integrate Pandle with Excel

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

Build your own integrations between Pandle and Excel

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Supported triggers and actions

Integrate Pandle and Excel 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

Supplier added

Triggers when a new supplier is added

Supplier invoice created

Triggers when a new supplier invoice is created

Quote added

Triggers when a new quote is added

Customer invoice created

Triggers when a new customer invoice is created

Worksheet added

Triggers when a new worksheet is added to the selected workbook

Row added

Triggers when a new row is added to the bottom of the selected worksheet

Row added in table

Triggers when a new row is added to the bottom of the selected table

Row added in Team Drive

Triggers when a new row is added to a spreadsheet in Team Drive

Row added in site

Triggers when a new row is added to a spreadsheet in site

All Actions - Actions are the automated tasks

Create project

Creates a new project

Create supplier

Creates a new supplier

Create customer

Creates a new customer

Create quote

Creates a new quote

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

Update row in TeamDrive

Updates the details of an existing row in an excel sheet from your Team Drive

Update row in site

Updates the details of an existing row in an excel sheet from your site

Add row to table

Adds a new row to the bottom of the selected table

Add row in Team Drive

Adds a new row to the selected spreadsheet in your Team Drive

Add row

Adds a new row to the bottom of the selected worksheet

Add row in site

Adds a new row to the selected spreadsheet in your site

Update row

Updates the details of an existing row

Find row

Finds a row based on column value

Find row in Team Drive

Finds a row from a spreadsheet in your Team Drive

Find row in site

Finds a row from a spreadsheet in your site

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 Excel?

Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.

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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