Integrate Zoho Analytics with Zoho Expense
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Supported triggers and actions
Integrate Zoho Analytics and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Create slideshow
Creates a slideshow in the specified workspace
Create user group
Creates a new user group in the specified workspace
Create row
Creates a new row in the selected table
Share views
Shares a view with the specified users
Create user
Creates a new user in the specified organization
Add group members
Adds the user to the specified group
Update row
Updates the details of an existing row
Create or update row
Creates a new record or updates the details of an existing record in the selected table
Move views to folder
Moves a view to the specified folder
Remove group members
Removes a user from the specified group
Fetch row
Fetches the details of an existing row
Fetch view
Fetches the details of an existing view
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 Zoho Analytics?
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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