Integrate Expensify with Zoho Docs

Send information between Expensify and Zoho Docs automatically, without writing any code, using Zoho Flow.

Build your own integrations between Expensify and Zoho Docs

Connect Expensify and Zoho Docs with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Expensify and Zoho Docs using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Policy created

Triggers when a new policy is created

Report status changed

Triggers when the status of a report is changed to the selected option

Report created

Triggers when a new report is created

File created

Triggers when a new file is created

All Actions - Actions are the automated tasks

Fetch report

Fetches the details of a specified report by report ID

Create expense item

Creates a single expense item

Create folder

Creates a new folder

Share folder

Shares the folder with the specified email addresses

Move file to folder

Moves a file to the selected folder

Copy file

Copies a file to the selected folder

Update folder permissions

Updates permissions for the specified email address

Search or create subfolder

Searches for a subfolder by name. Creates a subfolder if none matching the search is found.

Publish folder

Publishes the specified folder

Publish file

Publishes the specified file

Rename folder

Renames an existing folder

Fetch folder visibility details

Fetches visibility details for the specified folder

Fetch folder

Fetches the required folder

Remove folder access

Removes access for the specified email addresses

Search or create folder

Searches for a folder by name. Can optionally create a folder if none matching the search is found.

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.

Accounting Popular Premium

What is Zoho Docs?

Zoho Docs is online document management software with built-in editors for creating and editing files. You can share, collaborate, and access all your files from anywhere.

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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