Integrate Zoho Bookings with Zoho Expense
Send information between Zoho Bookings and Zoho Expense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Bookings and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Appointment booked
Triggers when an appointment is booked
Appointment marked as completed
Triggers when an appointment is marked as completed
Appointment marked as no-show
Triggers when an appointment is marked as no-show
Appointment canceled
Triggers when an appointment is canceled
Appointment rescheduled
Triggers when an appointment is rescheduled
Payment failure
Triggers when a payment fails
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 appointment
Creates a new appointment
Create service
Creates a new service
Update appointment
Updates the details of an appointment
Update service
Updates the details of an existing service by service ID
Reschedule appointment
Reschedules appointment to another slot
Fetch staff
Fetches the details of an existing staff by ID or email address
Fetch availability
Fetches the details of the availability by resource ID or staff ID
Fetch appointment
Fetches the details of an existing appointment by ID
Fetch service
Fetches the details of the selected service
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 Zoho Bookings?
Zoho Bookings is an appointment scheduler application for professional consultants and service providers to find the perfect time to meet customers.
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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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