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