Integrate Expensify with Livespace
Send information between Expensify and Livespace automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Expensify and Livespace using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Policy created
Triggers when a new policy is created
Report status changed
Triggers when the status of a report is changed to the selected option
Report created
Triggers when a new report is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Person created
Triggers when a new person is created
All Actions - Actions are the automated tasks
Fetch report
Fetches the details of a specified report by report ID
Create expense item
Creates a single expense item
Create task
Creates a new task
Create person
Creates a new person
Create company
Creates a new company
Add person note
Adds a note to the specified person
Add deal note
Adds a note to the specified deal
Add company note
Adds a note to the specified company
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing person
Update company
Updates the details of an existing company
Fetch company
Fetches the details of an existing company
Fetch deal
Fetches the details of an existing deal
Fetch person
Fetches the details of an existing person
What is Expensify?
What is Livespace?
Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.
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Technical Engineer, Master Liveaboards
