Integrate Expensify with Zoho Creator
Send information between Expensify and Zoho Creator automatically, without writing any code, using Zoho Flow.
Build your own integrations between Expensify and Zoho Creator
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Supported triggers and actions
Integrate Expensify and Zoho Creator using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Report created
Triggers when a new report is created
Report status changed
Triggers when the status of a report is changed to the selected option
Policy created
Triggers when a new policy is created
Record created or updated
Triggers when a new record is created or the details of an existing record are updated
Record created
Triggers when a new record is created in the selected form
Record updated
Triggers when an existing record is updated in the selected form
All Actions - Actions are the automated tasks
Create expense item
Creates a single expense item
Fetch report
Fetches the details of a specified report by report ID
Create record
Creates a new record in the selected form
Add user to customer portal
Adds a user to an existing customer portal
Update record
Updates the details of an existing record in the selected form
Fetch record
Fetches the details of an existing record from the selected view
What is Expensify?
Expensify is expense management software that provides invoicing, bill processing, and other related financial tools and services. You can set up automatic approval, duplicate expense detection, and also inbox and guided review.
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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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