Integrate Zoho Connect with Zoho Expense
Send information between Zoho Connect and Zoho Expense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Connect and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task open
Triggers when a task status is marked as open
Board created
Triggers when a new board is created
Task unassigned
Triggers when a task is unassigned
New task created
Triggers when a new task is created
User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment
Member added in group
Triggers when a member added to group
Member removed from board
Triggers when a member is removed from a board
Event updated
Triggers when the details of an existing event is updated
Group created
Triggers when a new group is created
Member removed from network
Triggers when a new member is removed from the selected network
Status created
Triggers when a new conversation is posted
Member added in network
Triggers when a new member added to the selected network
Task assigned
Triggers when a task is assigned
Event created
Triggers when a new event is created
Member added in board
Triggers when a member is added to a board
Task reminder
Triggers when a task is created with a reminder
Announcement created
Triggers when a new announcement is created
Event invited
Triggers when an invitee is added to an event
Announcement comment created
Triggers when a new comment is created in announcements
Forum created
Triggers when a new forum is created
Task completed
Triggers when a task is completed in selected board
Question created
Triggers when a new questions is created
Forum updated
Triggers when an existing forum post is updated
Task updated
Triggers when the details of an existing task is updated
Poll created
Triggers when a new poll is created
Task status changed
Triggers when the status of an existing task is updated
Announcement updated
Triggers when the details of an existing announcement is updated
User mentioned in post
Triggers when the configuration user is mentioned in a conversation
Advance payment event recorded
Triggers when an advance payment-related event is recorded in the selected organization
Expense created
Triggers when a new expense is created in the selected organization
Report event
Triggers when a report-related event is recorded in the selected organization
Report updated
Triggers when an existing report is updated in the selected organization
Expense category created
Triggers when a new expense category is created in the selected organization
Purchase request event
Triggers when a purchase request event is recorded in the selected organization
Expense updated
Triggers when an existing expense is updated in the selected organization
Customer created
Triggers when a new customer is created in the selected organization
Trip event
Triggers when a trip-related event is recorded 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
User created
Triggers when a new user is created in the selected organization
All Actions - Actions are the automated tasks
Create private task
Creates a new private task
Create board
Creates a new board
Create conversation
Creates a new conversation in the selected group
Create group event
Creates a new group event
Create group
Creates a new group in the selected network
Create checklist
Creates a checklist for the specified task
Create board from board template
Creates a new board from an existing saved template
Invite user
Invites a user to the selected network
Add comment in post
Adds a comment in the specified post
Create forum post
Creates a new forum post
Add member to group
Adds a member to the selected group
Create private event
Creates a new private event
Create task in section
Creates a new task in the selected section
Add comment in task
Adds a comment in the specified task
Add member to board
Adds a member to the selected board
Unarchive board
Unarchives the selected board
Archive board
Archives the selected board
Archive group
Archives the selected group
Unarchive group
Unarchives the selected group
Archive task
Archives the selected task
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
Create project
Creates a new project in the selected organization
Create expense category
Creates a new expense category in the selected organization
Create user
Creates a new user in the selected organization
Create expense
Creates a new reimbursable expense in the selected organization
Create customer
Creates a new customer in the selected organization
Record advance payment
Records an advance payment for a project or report
Create report
Creates a new report in the selected organization
Update project
Updates the details of an existing project
Update customer
Updates the details of an existing customer
Update expense
Updates an existing expense in the selected organization
Update user
Updates the details of an existing user
Fetch customer
Fetches the details of an existing customer by ID, email, customer full name, first and last name
Fetch user
Fetches the details of an existing user by email address
Fetch report
Fetches the details of an existing report
What is Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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.
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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