Integrate Everest Forms with Zoho Expense
Send information between Everest Forms and Zoho Expense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry added
Triggers when a new form entry is added
Expense updated
Triggers when an existing expense is updated in the selected organization
Advance payment refund event recorded
Triggers when an advanced payment refund event is recorded in the selected organization
User created
Triggers when a new user is created in the selected organization
Customer created
Triggers when a new customer is created in the selected organization
Advance payment event recorded
Triggers when an advance payment-related event is recorded in the selected organization
Expense category created
Triggers when a new expense category is created 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
Report updated
Triggers when an existing report is updated in the selected organization
Report created
Triggers when a new report is created in the selected organization
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
All Actions - Actions are the automated tasks
Create expense
Creates a new reimbursable expense in the selected organization
Create project
Creates a new project in the selected organization
Record advance payment
Records an advance payment for a project or report
Create customer
Creates a new customer 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 report
Creates a new report in the selected organization
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
Update project
Updates the details of an existing project
Fetch report
Fetches the details of an existing report
Fetch user
Fetches the details of an existing user by email address
Fetch customer
Fetches the details of an existing customer by ID
What is Everest Forms?
Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.
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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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Know more
Owain ap Rees
Sales Director, Artico
First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Know more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
