Integrate Pipedrive with Zoho Expense
Send information between Pipedrive and Zoho Expense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Product updated
Triggers when any detail of an existing product is updated
Lead updated
Triggers when any detail of an existing lead is updated
Deal updated
Triggers when any detail of an existing deal is updated
Note created
Triggers when a new note is added
Product created
Triggers when a new product is created
Pipeline created
Triggers when a new pipeline is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Activity updated
Triggers when any detail of an existing activity is updated
Deal created
Triggers when a new deal is created
Note updated
Triggers when an existing note is updated
Lead created
Triggers when a new lead is created
Organization created
Triggers when a new organization is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Activity created
Triggers when a new activity is created
Organization updated
Triggers when any detail of an existing organization is updated
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 products to a deal
Adds multiple products to a deal
Create lead
Creates a new lead
Create deal
Creates a new deal
Create product
Creates a new project
Create activity
Creates a new activity
Create note
Creates a new note for the selected lead, deal, person, or organization
Create organization
Creates a new organization
Create contact person
Creates a contact new person
Update product
Updates the details of an existing product
Update activity
Updates the details of an existing activity
Update lead
Updates the details of an existing lead
Update organization
Updates the details of an existing organization
Update contact person
Updates the details of an existing contact person
Update deal
Updates the details of an existing deal
Fetch user
Fetches the details of an existing user
Fetch lead
Fetches the details of an existing lead
Fetch contact person
Fetches the details of an existing contact person
Fetch field options
Fetches the specific field options by using its ID or name
Fetch deal
Fetches the details of an existing deal
Fetch product
Fetches the details of an existing product
Fetch organization
Fetches the details of an existing organization
Fetch activity
Fetches the details of an existing user activity
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 Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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