Integrate Autopilot with Zoho Expense
Send information between Autopilot and Zoho Expense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Autopilot and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact added to list
Triggers when a contact is added to the selected list
Contact unsubscribed
Triggers when a contact unsubscribes
New contact
Triggers when a new contact is added
Contact removed from list
Triggers when a contact is removed from the selected list
Advance payment refund event recorded
Triggers when an advanced payment refund event is recorded in the selected organization
Expense updated
Triggers when an existing expense is updated in the selected organization
Advance payment event recorded
Triggers when an advance payment-related event is recorded in the selected organization
Report updated
Triggers when an existing report is updated in the selected organization
Trip event
Triggers when a trip-related event is recorded in the selected organization
Expense category created
Triggers when a new expense category is created 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
Customer created
Triggers when a new customer is created in the selected organization
Report event
Triggers when a report-related 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 contact
Creates a new contact
Add contact to list
Creates a new contact and adds it to the selected list
Fetch contact
Fetches the details of an existing contact by its email address or contact ID
Unsubscribe contact
Unsubscribes the selected contact from all emails
Delete contact
Deletes the selected contact
Create user
Creates a new user in the selected organization
Create expense category
Creates a new expense category in the selected organization
Create project
Creates a new project in the selected organization
Create customer
Creates a new customer in the selected organization
Create expense
Creates a new reimbursable expense in the selected organization
Create report
Creates a new report in the selected organization
Record advance payment
Records an advance payment for a project or report
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
Fetch customer
Fetches the details of an existing customer by ID
Fetch user
Fetches the details of an existing user by email address
Fetch report
Fetches the details of an existing report
What is Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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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