Integrate Bigin by Zoho CRM with Zoho Expense
Send information between Bigin by Zoho CRM and Zoho Expense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call updated
Triggers when any detail of an existing call is updated
Event created
Triggers when a new event is created
Product created
Triggers when a new product is created
Contact created
Triggers when a new contact is created
Contact updated
Triggers when any detail of an existing contact is updated
Task created
Triggers when a new task is created
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Product updated
Triggers when any detail of an existing product is updated
Contact created or updated
Triggers when a new contact is created or updated
User added
Triggers when a new user is added
Note added
Triggers when a new note is added
Pipeline record stage updated
Triggers when the details of a pipeline record stage is updated
Company created
Triggers when a new company is created
Event updated
Triggers when any detail of an existing event is updated
Task updated
Triggers when any detail of an existing task is updated
Call created
Triggers when a new call is created
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Company updated
Triggers when any detail of an existing company is updated
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Pipeline record created
Triggers when a new pipeline record is created
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Purchase request event
Triggers when a purchase request 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
Advance payment event recorded
Triggers when an advance payment-related event is recorded in the selected organization
Expense updated
Triggers when an existing expense is updated 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
Report updated
Triggers when an existing report is updated in the selected organization
Customer created
Triggers when a new customer is created in the selected organization
Expense category created
Triggers when a new expense category is created in the selected organization
All Actions - Actions are the automated tasks
Create or update company
Creates a new company or updates the details of the company if it already exists
Create call
Creates a new call
Add tag to record
Adds a tag to the specified record
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Send email
Sends an email to the specified contact
Create event
Creates a new event
Create task
Creates a new task
Create user
Creates a new user
Create or update product
Creates a new product or updates the details of an existing product
Remove tag from record
Removes an existing tag from the specified record
Create tag
Creates a new tag in the selected module
Add note
Adds a note to the selected module
Create or update contact
Creates a new contact or updates the details of an existing contact
Update event
Updates the details of an existing event
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Add product to pipeline record
Adds a product to the selected pipeline record
Update company
Updates the details of an existing company
Update user
Updates the existing user
Update pipeline record
Updates the details of an existing pipeline record
Update product
Updates the details of an existing product
Update call
Updates the details of an existing call
Fetch event
Fetches the details of an existing event by title or ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch user
Fetches the details of an existing user by email address or ID
Create tag
Creates a new tag in the selected organization
Inactive tag
Inactivates the specified tag
Create expense category
Creates a new expense category in the selected organization
Create user
Creates a new user in the selected organization
Create customer
Creates a new customer in the selected organization
Create purchase request
Creates a new purchase request
Record advance payment
Records an advance payment for a project or report
Create report
Creates a new report in the selected organization
Create project
Creates a new project in the selected organization
Create expense
Creates a new reimbursable expense in the selected organization
Active tag
Activates the specified tag
Update purchase request
Updates the details of an existing purchase request
Update expense
Updates an existing expense in the selected organization
Update user
Updates the details of an existing user
Update project
Updates the details of an existing project
Update customer
Updates the details of an existing customer
Fetch trip
Fetches the details of an existing trip
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
Fetch vendor
Fetches the details of an existing vendor
Fetch expense
Fetches the details of an existing expense
Fetch purchase request
Fetches the details of an existing purchase request
Fetch project
Fetches the details of an existing project
What is Bigin by Zoho CRM?
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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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Technical Engineer, Master Liveaboards
