Integrate Kylas with Zoho Expense
Send information between Kylas and Zoho Expense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Kylas and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact updated
Triggers when the details of an existing contact are updated
Contact created or updated
Triggers when a contact is created or updated
Company created or updated
Triggers when a company is created or updated
Company updated
Triggers when the details of an existing company are updated
Task updated
Triggers when the details of an existing task are updated
Call logs created or updated
Triggers when a call log is created or updated
Lead created or updated
Triggers when a lead is created or updated
Lead created
Triggers when a new lead is created
Lead updated
Triggers when the details of an existing lead are updated
Deal created or updated
Triggers when a deal is created or updated
Contact created
Triggers when a new contact is created
Task created or updated
Triggers when a task is created or updated
Company created
Triggers when a new company is created
Task created
Triggers when a new task is created
Deal updated
Triggers when the details of an existing deal are updated
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 lead
Creates a new lead
Create company
Creates a new company
Create product or service
Creates a new product or service
Create contact
Creates a new contact
Create task
Creates a new task
Create deal
Creates a new deal
Update company
Updates the details of an existing company
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Close lead
Close the specified lead
Update task
Updates the details of an existing task
Close deal
Closes the specified deal
Update product or service
Updates the details of an existing product or service
Fetch company
Fetches the details of an existing company using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch task
Fetches the details of an existing task using ID
Fetch product or service
Fetches the details of an existing product or service using ID
Fetch lead
Fetches the details of an existing lead using ID
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 Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Sales Director, Artico
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