Integrate Zoho Expense with Streak

Send information between Zoho Expense and Streak automatically, without writing any code, using Zoho Flow.

Build your own integrations between Zoho Expense and Streak

Connect Zoho Expense and Streak with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho Expense and Streak using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Purchase request event

Triggers when a purchase request event is recorded in the selected organization

Expense created

Triggers when a new expense is created in the selected organization

Report event

Triggers when a report-related event is recorded in the selected organization

Advance payment event recorded

Triggers when an advance payment-related event is recorded in the selected organization

Expense updated

Triggers when an existing expense is updated in the selected organization

Trip event

Triggers when a trip-related event is recorded in the selected organization

Advance payment refund event recorded

Triggers when an advanced payment refund event is recorded in the selected organization

Report created

Triggers when a new report is created in the selected organization

User created

Triggers when a new user is created in the selected organization

Report updated

Triggers when an existing report is updated in the selected organization

Customer created

Triggers when a new customer is created in the selected organization

Expense category created

Triggers when a new expense category is created in the selected organization

Contact updated

Triggers when the details of a contact is updated in the selected team

Task created

Triggers when a new task is created in the selected pipeline

Box pipeline changed

Triggers when a box is moved between pipelines

Contact added

Triggers when a new contact is created in the selected team

Box created

Triggers when a new box is created in the selected pipeline

Box stage changed

Triggers when the stage of a box in the selected pipeline changes

Pipeline created

Triggers when a new pipeline is created

Organization created

Triggers when a new organization is created

Box updated

Triggers when the properties of a box is updated in the selected pipeline

Stage added

Triggers when a new stage is added to the selected pipeline

All Actions - Actions are the automated tasks

Create tag

Creates a new tag in the selected organization

Inactive tag

Inactivates the specified tag

Create expense category

Creates a new expense category in the selected organization

Create user

Creates a new user in the selected organization

Create customer

Creates a new customer in the selected organization

Create purchase request

Creates a new purchase request

Record advance payment

Records an advance payment for a project or report

Create report

Creates a new report in the selected organization

Create project

Creates a new project in the selected organization

Create expense

Creates a new reimbursable expense in the selected organization

Active tag

Activates the specified tag

Update purchase request

Updates the details of an existing purchase request

Update expense

Updates an existing expense in the selected organization

Update user

Updates the details of an existing user

Update project

Updates the details of an existing project

Update customer

Updates the details of an existing customer

Fetch trip

Fetches the details of an existing trip

Fetch customer

Fetches the details of an existing customer by ID, email, customer full name, first and last name

Fetch user

Fetches the details of an existing user by email address

Fetch report

Fetches the details of an existing report

Fetch vendor

Fetches the details of an existing vendor

Fetch expense

Fetches the details of an existing expense

Fetch purchase request

Fetches the details of an existing purchase request

Fetch project

Fetches the details of an existing project

Create new box

Creates a new box

Create contact

Creates a new contact

Create organization

Creates a new organization

Add contact to box

Adds a contact to the specified box

Create task

Creates a new task in the selected box

Create comment

Creates a new comment

Update organization

Updates the details of an existing organization

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Update box

Updates the properties of the specified box

Fetch organization

Fetches the details of an existing organization by key or name

Fetch box

Fetches the details of the specified box

Fetch task

Fetches the details of an existing task

Fetch contact

Fetches the details of an existing contact by key or email

What is Zoho Expense?

Zoho Expense is cloud-based expense reporting software for recording and reporting all your business expenses. You can manage the entire process of reporting expense, right from uploading of a receipt to its approval and reimbursement with features such as auto scan, custom approvals, and spending policies.

What is Streak?

Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.

Contact Management CRM

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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