Integrate Pandle with Insightful
Send information between Pandle and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Insightful whenever a new project is created in Pandle
Enable seamless tracking and reporting by auto-creating projects in your workforce analytics platform from cloud-based accounting application. This flow will generate a new project in Insightful whenever a new project is created in Pandle.
How it works
- The flow triggers when a new project is added in Pandle.
- Zoho Flow creates a new project in Insightful.
Create a new project in Insightful whenever a new project is created in Pandle
Pandle + Insightful
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Supported triggers and actions
Integrate Pandle and Insightful 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
Employee updated
Triggers when the details of an existing employee are updated
Task created
Triggers when a new task is created
Employee created
Triggers when a new employee is created
Project created
Triggers when a new project is created
Team created
Triggers when a new team is created
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
Create task
Creates a new task
Create team
Creates a new team
Create project
Creates a new project
Create employee
Creates a new employee
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Update team
Updates the details of an existing team
Deactivate employee
Deactivates an existing employee
Update task
Updates the details of an existing task
Fetch team
Fetches the details of an existing team using ID
Fetch employee by email address or name
Fetch record by email address or name
Fetch task
Fetches the details of an existing task using ID
Fetch project
Fetches the details of an existing project using ID
Fetch employee
Fetches the details of an existing employee using ID
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.
What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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