Integrate Zoho Campaigns with Zoho Expense
Send information between Zoho Campaigns and Zoho Expense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Campaigns and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Campaign created
Triggers when a new campaign is created
Campaign failed
Triggers when a campaign is paused, stopped, or cancelled
Campaign sent
Triggers when a campaign is successfully sent
Subscriber added to list
Triggers when a subscriber is added to the selected list
Contact unsubscribed from list
Triggers when a contact is unsubscribed from the selected list
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 contact to list
Adds a new contact to the specified list
Create tag
Creates a new tag
Create list
Creates a list with the specified emails
Add or update contact
Adds a contact to an existing list. Updates the details of the contact if it already exists.
Clone campaign
Creates a copy of an existing campaign
Add contact to workflow
Adds a contact to the selected workflow
Tag contact
Tags the specified contact
Send campaign
Sends the selected campaign
Update list
Updates the details of an existing list
Associate list to campaign
Associates an existing list to the selected campaign
Move contact to do-not-mail list
Moves the specified contact to the do-not-mail list
Untag contact
Untags the specified contact
Fetch contact from list
Fetches the details of a contact by email address
Fetch contact
Fetches the details of an existing contact
Fetch campaign report
Fetches the report for the specified campaign
Unsubscribe contact
Removes the specified contact from an existing list
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 Campaigns?
Zoho Campaigns helps you create and send personalized email campaigns. With features like predefined templates, autoresponders, intuitive editor, and reports, you can better engage your customers.
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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
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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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