> ## Documentation Index
> Fetch the complete documentation index at: https://docs.refold.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup

> Connect to your Pandle app for OAuth.

To setup your Pandle app in Refold for OAuth, you will need the following credentials from your [Pandle account](https://my.pandle.com/users/sign_in):

* Client ID
* Client Secret

<Info>If you haven't already created an app in Pandle, you'd need to create one.</Info>

### Creating an app in Pandle

Currently Pandle doesn’t support online registrations, so you’ll need to send an email to [support@pandle.com](mailto:support@pandle.com) that includes the following details:

* **App name**: A short name for your app. Your customers will see this when they authorize your connection to their data.
* **Description**: A short description of what your app does.
* **Re-direct URI**: Go to your [`Apps catalog`](https://app.gocobalt.io/apps) in **Refold** > Search for `Pandle` > `Settings` > `Use your credentials` > `Callback Url` > Copy it. Provide this URL to Pandle support in the mail.

Pandle will issue secure keys to you, including a **Client ID** and **Client Secret**. It may take a number of working days to receive these details.

#### Configuring credentials in Refold

App settings page lets you configure the authentication settings for an `OAuth 2.0` based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.

<img height="200" src="https://mintcdn.com/cobalt-55/rCTCKBbhiwGPdeWb/images/pandle/pandle_cobalt.png?fit=max&auto=format&n=rCTCKBbhiwGPdeWb&q=85&s=6218e781d20dd46e51012c1f2935d0ea" alt="Setting up application client credentials" data-path="images/pandle/pandle_cobalt.png" />

Refold lets you use pre-configured applications to play around. You can do so by selecting `Use our credentials`. However, if you wish to use your own application,
select `Use your own credentials`. Provide the acquired **Client ID** and **Client Secret** and save it.

#### Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Pandle actions and triggers. Following are the set of Pandle actions and triggers
supported by Refold.

<Tabs>
  <Tab title="Actions">
    <AccordionGroup>
      <Accordion title="Account">
        1. **List Bank Accounts** - Get a list of bank accounts for a company in Pandle.
        2. **Create Bank Account** - Create a new bank account for a company in Pandle.
        3. **Update Bank Account** - Update a bank account for a company in Pandle.
        4. **Delete Bank Account** - Delete a bank account for a company in Pandle.
      </Accordion>

      <Accordion title="Invoice">
        5. **List Invoices** - Get a list of invoices in Pandle.
        6. **Create Invoice** - Create an invoice in Pandle.
        7. **Update Invoice** - Update an invoice in Pandle.
        8. **Get Invoice by ID** - Get an invoice in Pandle.
      </Accordion>

      <Accordion title="Project">
        9. **List Projects** - Get a list of projects in Pandle.
        10. **Create Project** - Create a project in Pandle.
        11. **Update Project** - Update a project in Pandle.
        12. **Get Project by ID** - Get a project in Pandle.
      </Accordion>

      <Accordion title="Others">
        13. **HTTP Request** - Make HTTP API calls to any Pandle documented REST APIs.
        14. **List Bank Transactions** - Get a list of bank transactions for a bank account in Pandle.
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Triggers">
    There are no triggers in this application.
  </Tab>
</Tabs>