Integrate Resource Guru with Expensify
Send information between Resource Guru and Expensify automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Resource Guru and Expensify using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New or Updated Project
Triggers when a project is created or updated
New or Updated Resource
Triggers when a resource is created or updated
New or Updated Booking
Triggers when a booking is created or updated
New or Updated Client
Triggers when a client is created or updated
Report created
Triggers when a new report is created
Report status changed
Triggers when the status of a report is changed to the selected option
Policy created
Triggers when a new policy is created
All Actions - Actions are the automated tasks
Create Project
Creates a new project
Create Booking
Creates a new booking
Create Resource
Creates a new resource
Create expense item
Creates a single expense item
Fetch report
Fetches the details of a specified report by report ID
What is Resource Guru?
Resource Guru helps you plan your projects, clients, and resources without hassle. You can keep tabs on progress, do away with overbooking with advanced clash management, and collaborate with your team efficiently.
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What is Expensify?
Expensify is expense management software that provides invoicing, bill processing, and other related financial tools and services. You can set up automatic approval, duplicate expense detection, and also inbox and guided review.
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