Integrate Agendor with Zoho Expense
Send information between Agendor and Zoho Expense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agendor and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person updated
Triggers when the details of a person is updated
Company updated
Triggers when the details of a company is updated
Deal created
Triggers when a new deal is created
Deal updated
Triggers when a the details of a deal is updated
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
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
Report created
Triggers when a new report is created in the selected organization
Advance payment refund event recorded
Triggers when an advanced payment refund event is recorded in the selected organization
Trip event
Triggers when a trip-related event is recorded in the selected organization
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
User created
Triggers when a new user is created in the selected organization
Advance payment event recorded
Triggers when an advance payment-related event is recorded in the selected organization
Customer created
Triggers when a new customer is created 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 company deal
Creates a new company deal
Create company
Creates a new company
Create person
Creates a person .
Create person deal
Creates a person deal
Update deal status
Updates the status of the specified deal
Update company
Updates the details of the specified company
Update deal
Updates the basic details of the specified deal
Update person
Updates the details of the specified person
Fetch person
Fetch the details of the specified person
Fetch user
Fetches the details of the specified user
Fetch company
Fetches the details of an existing company
Create expense category
Creates a new expense category in the selected organization
Inactive tag
Inactivates the specified tag
Create tag
Creates a new tag in the selected organization
Record advance payment
Records an advance payment for a project or report
Create purchase request
Creates a new purchase request
Create customer
Creates a new customer in the selected organization
Create user
Creates a new user in the selected organization
Active tag
Activates the specified tag
Create expense
Creates a new reimbursable expense in the selected organization
Create project
Creates a new project in the selected organization
Create report
Creates a new report in the selected organization
Update customer
Updates the details of an existing customer
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 purchase request
Updates the details of an existing purchase request
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 trip
Fetches the details of an existing trip
Fetch expense
Fetches the details of an existing expense
Fetch vendor
Fetches the details of an existing vendor
Fetch report
Fetches the details of an existing report
Fetch project
Fetches the details of an existing project
Fetch purchase request
Fetches the details of an existing purchase request
What is Agendor?
Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.
Similar apps
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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Learn more >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
Siddharth Ahuja
CEO, Fabricroot
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
