Integrate Zoho Expense with noCRM.io
Send information between Zoho Expense and noCRM.io automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Expense and noCRM.io using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Lead deleted
Triggers when a lead is deleted
Lead status updated
Triggers when a lead is updated to the selected status
Unassigned lead created
Triggers when a lead is created and unassigned
Manual trigger
Triggers when the conditions set up in noCRM.io are satisfied
Lead created
Triggers when a new lead is created
Lead content updated
Triggers when the content of a lead is updated
Lead step updated
Triggers when a lead is updated to the selected step
All Actions - Actions are the automated tasks
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
Create lead
Creates a new lead
Create row
Creates a new row for the specified prospect
Add amount and probability
Adds the amount and probability details for a lead
Add comment
Adds a new comment to the specified lead
Update lead status
Updates the status of the specified lead
Add tags
Adds tags to the specified lead
Update lead step
Updates the step of the specified lead
Fetch lead
Fetches details of an existing lead by email address
Fetch prospecting list
Fetches details of an existing prospecting list by title
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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What is noCRM.io?
noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.
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Logic
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Custom functions
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CEO, OpIndia
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