Integrate SalesBinder with Expensify

Send information between SalesBinder and Expensify automatically, without writing any code, using Zoho Flow.

Build your own integrations between SalesBinder and Expensify

Connect SalesBinder and Expensify 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 SalesBinder and Expensify using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Inventory item created

Triggers when a new inventory item is created

Policy created

Triggers when a new policy is created

Report status changed

Triggers when the status of a report is changed to the selected option

Report created

Triggers when a new report is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create notes

Creates a new note to selected record

Create inventory item

Creates a new inventory item

Create account

Creates a new account (customer, prospect or supplier)

Update inventory item

Updates the details of an existing inventory item

Update account

Updates the details of an existing account (customer or prospect or supplier)

Update contact

Updates the details of an existing contact

Fetch account

Fetches the details of an existing account (customer or prospect or supplier) using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch inventory item

Fetches the details of an existing inventory item

Search inventory item

Searches for the details of an existing inventory item

Search account

Searches for the details of an existing account

Fetch report

Fetches the details of a specified report by report ID

Create expense item

Creates a single expense item

What is SalesBinder?

SalesBinder is an online inventory management system that also combines your customers, sales leads, purchase orders, estimates, and invoices into one globally accessible place.

Inventory Management

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.

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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