Integrate Zoho Expense with Zoho Cliq
Send information between Zoho Expense and Zoho Cliq automatically, without writing any code, using Zoho Flow.
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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.
Inform the team using Zoho Cliq whenever a new payment is received in Zoho Expense
Zoho Expense + Zoho Cliq
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Supported triggers and actions
Integrate Zoho Expense and Zoho Cliq using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Report event
Triggers when a report-related event is recorded in the selected organization
Expense created
Triggers when a new expense is created in the selected organization
Purchase request event
Triggers when a purchase request event is recorded in the selected organization
Expense category created
Triggers when a new expense category is created in the selected organization
Report updated
Triggers when an existing report is updated 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 event recorded
Triggers when an advance payment-related event is recorded in the selected organization
User created
Triggers when a new user is created in the selected organization
Advance payment refund event recorded
Triggers when an advanced payment refund 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
New channel added
Triggers when a new channel is created in your organization
All Actions - Actions are the automated tasks
Create expense
Creates a new reimbursable expense in the selected organization
Create user
Creates a new user in the selected organization
Create expense category
Creates a new expense category in the selected organization
Create project
Creates a new project in the selected organization
Create report
Creates a new report in the selected organization
Record advance payment
Records an advance payment for a project or report
Create customer
Creates a new customer in the selected organization
Update project
Updates the details of an existing project
Update user
Updates the details of an existing user
Update expense
Updates an existing expense in the selected organization
Update customer
Updates the details of an existing customer
Fetch user
Fetches the details of an existing user by email address
Fetch customer
Fetches the details of an existing customer by ID, email, customer full name, first and last name
Fetch report
Fetches the details of an existing report
Message user
Sends a message to the specified user
Pin message
Pin an existing message in a conversation using message ID
Message in channel
Posts a message in a channel
Delete channel
Deletes the selected channel
Add channel member
Adds a new channel member
Message as bot to user
Posts a message as a bot to the specified user
Message as bot on channel
Message as a bot on the specified channel
Post card to channel
Posts a card to the specified channel
Add user status
Adds the specified status to an existing user
Create thread
Creates a new thread using message ID
Add bot in a channel
Adds a bot to the selected channel
Create channel
Creates a new channel
Message to bot
Sends a message to the selected bot
Update channel
Updates the details of an existing channel
Unarchive channel
Unarchives the selected channel
Archive channel
Archives the selected channel
Post card to chat
Posts a card to the specified chat
Message as bot
Posts message as the specified bot in the selected chat or channel
Update channel member role
Updates the role of a channel member
Fetch team
Fetches the details of an existing team by name
Fetch channel
Fetches the details of an existing channel by name
Fetch user by name or email
Fetches an existing user by name or email address
Remove channel member
Removes the specified member from the selected channel
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.
What is Zoho Cliq?
Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
