Integrate Excel with Zoho Expense
Send information between Excel and Zoho Expense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Excel and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Row added in site
Triggers when a new row is added to a spreadsheet in site
Row added in table
Triggers when a new row is added to the bottom of the selected table
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
Worksheet added
Triggers when a new worksheet is added to the selected workbook
Row added
Triggers when a new row is added to the bottom of the selected worksheet
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
Add row
Adds a new row to the bottom of the selected worksheet
Add row in site
Adds a new row to the selected spreadsheet in your site
Add row to table
Adds a new row to the bottom of the selected table
Add row in Team Drive
Adds a new row to the selected spreadsheet in your Team Drive
Update row in TeamDrive
Updates the details of an existing row in an excel sheet from your Team Drive
Update row in site
Updates the details of an existing row in an excel sheet from your site
Update row
Updates the details of an existing row
Find row
Finds a row based on column value
Find row in Team Drive
Finds a row from a spreadsheet in your Team Drive
Find row in site
Finds a row from a spreadsheet in your site
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 Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
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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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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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CEO, Lakeside CNC Group
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Toto
Technical Engineer, Master Liveaboards
