Integrate Pandle with Sansan
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Supported triggers and actions
Integrate Pandle and Sansan 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
Card created
Triggers when a new card is created
Updated card
Triggers when the details of an existing card are updated
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
Fetch card
Fetches the details of an existing card by ID
Fetch tags
Fetches the list of tags for the specified card
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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What is Sansan?
Sansan is a cloud-based contact management system that lets you manage and share contacts and digitize business cards. You can add reminders and download your contact list to use elsewhere.
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Webhook triggers
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