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Integrate Zoho Expense with 800+ apps
Create business workflows for Zoho Expense without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular Zoho Expense workflows
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Inform the team using Zoho Cliq whenever a new payment is received in Zoho Expense
Keeping your team informed about payment status ensures transparency and smooth progress to the next steps. This flow will send notifications to a private channel in Zoho Cliq whenever a new payment is received in Zoho Expense.
How it works
- The flow triggers when an advance payment-related event is recorded in the selected organization in Zoho Expense.
- Zoho Flow message as a bot on the specified channel in Zoho Cliq.
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Send a notification to the team via Rocket.Chat whenever a payment is received in Zoho Expense
Ensure your team always receives payment information promptly, without any delays or missing details. This flow will send a private channel alert in Rocket.Chat for every new payment received in Zoho Expense.
How it works
- The flow triggers when an advance payment-related event is recorded in the selected organization in Zoho Expense.
- Zoho Flow sends a message in the specified channel in Rocket.Chat.
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Build your own Zoho Expense integrations
Connect Zoho Expense with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Build your Zoho Expense workflows using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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User created
Triggers when a new user is created in the selected organization
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Expense created
Triggers when a new expense is created in the selected organization
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Advance payment event recorded
Triggers when an advance payment-related event is recorded in the selected organization
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Trip event
Triggers when a trip-related event is recorded in the selected organization
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Customer created
Triggers when a new customer is created in the selected organization
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Report created
Triggers when a new report is created in the selected organization
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Advance payment refund event recorded
Triggers when an advanced payment refund event is recorded in the selected organization
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Expense category created
Triggers when a new expense category is created in the selected organization
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Expense updated
Triggers when an existing expense is updated in the selected organization
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Purchase request event
Triggers when a purchase request event is recorded in the selected organization
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Report event
Triggers when a report-related event is recorded in the selected organization
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Report updated
Triggers when an existing report is updated in the selected organization
All Actions - Actions are the automated tasks
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Create user
Creates a new user in the selected organization
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Create report
Creates a new report in the selected organization
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Record advance payment
Records an advance payment for a project or report
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Create expense category
Creates a new expense category in the selected organization
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Create project
Creates a new project in the selected organization
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Create customer
Creates a new customer in the selected organization
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Create expense
Creates a new reimbursable expense in the selected organization
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Update customer
Updates the details of an existing customer
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Update user
Updates the details of an existing user
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Update expense
Updates an existing expense in the selected organization
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Update project
Updates the details of an existing project
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Fetch report
Fetches the details of an existing report
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Fetch user
Fetches the details of an existing user by email address
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Fetch customer
Fetches the details of an existing customer by ID, email, customer full name, first and last name
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.
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