Integrate NetHunt CRM with Zoho Expense
Send information between NetHunt CRM and Zoho Expense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate NetHunt CRM and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New comment
Triggers when a new comment is created in the selected folder
New or updated record
Triggers when a record is created, modified, or deleted
New record
Triggers when a new record is created in the selected folder
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
User created
Triggers when a new user is created in the selected organization
Purchase request event
Triggers when a purchase request event is recorded in the selected organization
Report created
Triggers when a new report is created 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
Expense category created
Triggers when a new expense category is created in the selected organization
Expense updated
Triggers when an existing expense is updated in the selected organization
Customer created
Triggers when a new customer is created in the selected organization
Advance payment event recorded
Triggers when an advance payment-related event is recorded in the selected organization
Report updated
Triggers when an existing report is updated in the selected organization
All Actions - Actions are the automated tasks
Create record
Creates a new record in the selected folder
Add Gmail thread to record
Adds an email conversation from Gmail to the specified record
Create comment
Creates a new comment for the specified record
Update record
Updates details of the specified record
Fetch record - By ID
Fetches a record by ID
Fetch record - By data
Fetches a record by any data present
Create expense
Creates a new reimbursable expense in the selected organization
Active tag
Activates the specified tag
Create report
Creates a new report in the selected organization
Create project
Creates a new project 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 user
Creates a new user in the selected organization
Create customer
Creates a new customer in the selected organization
Inactive tag
Inactivates the specified tag
Create expense category
Creates a new expense category in the selected organization
Create tag
Creates a new tag in the selected organization
Update customer
Updates the details of an existing customer
Update user
Updates the details of an existing user
Update project
Updates the details of an existing project
Update purchase request
Updates the details of an existing purchase request
Update expense
Updates an existing expense in the selected organization
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 trip
Fetches the details of an existing trip
Fetch purchase request
Fetches the details of an existing purchase request
Fetch project
Fetches the details of an existing project
Fetch vendor
Fetches the details of an existing vendor
Fetch expense
Fetches the details of an existing expense
Fetch report
Fetches the details of an existing report
What is NetHunt CRM?
NetHunt CRM is a CRM solution for Gmail. You can receive live updates from your team, track email opens, and manage your sales pipeline.
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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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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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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