Integrate Everest Forms with Zoho Expense

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

Build your own integrations between Everest Forms and Zoho Expense

Connect Everest Forms and Zoho Expense with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Everest Forms and Zoho Expense using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry added

Triggers when a new form entry is added

Report updated

Triggers when an existing report is updated in the selected organization

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

Expense category created

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

Trip event

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

Report created

Triggers when a new report is created in the selected organization

Advance payment event recorded

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

Report event

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

Customer created

Triggers when a new customer is created in the selected organization

Expense updated

Triggers when an existing expense is updated in the selected organization

Advance payment refund event recorded

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

User created

Triggers when a new user is created in the selected organization

All Actions - Actions are the automated tasks

Create report

Creates a new report in the selected organization

Create expense

Creates a new reimbursable expense in the selected organization

Create customer

Creates a new customer in the selected organization

Create project

Creates a new project in the selected organization

Record advance payment

Records an advance payment for a project or report

Create expense category

Creates a new expense category in the selected organization

Create user

Creates a new user 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

Update expense

Updates an existing expense in the selected organization

Fetch report

Fetches the details of an existing report

Fetch user

Fetches the details of an existing user by email address

Fetch customer

Fetches the details of an existing customer by ID

What is Everest Forms?

Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.

Forms WordPress Plugins

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.

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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