Integrate Zoho Expense with ClickSend
Send information between Zoho Expense and ClickSend automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Expense and ClickSend 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
SMS received
Triggers when a new SMS is received
Contact added
Triggers when a new contact is added to the specified list
All Actions - Actions are the automated tasks
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
Send voice message
Sends a text-to-speech message to a mobile phone or landline number
Send email campaign
Sends a new email campaign
Create contact list
Creates a new contact list
Send fax
Sends a new fax
Send SMS to contact list
Sends a new SMS to the selected list of contacts
Create contact
Creates a new contact
Send postcard
Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.
Send MMS
Sends a new MMS
Send letter through post
Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to the specified address globally.
Send SMS
Sends a new SMS
Copy contact to list
Copies an existing contact from one list to another
Update contact list
Updates the details of an existing contact list
Transfer contact to list
Moves an existing contact from one list to another
Update contact
Updates the details of an existing contact by ID
Fetch contact list
Fetches a contact list by name
Fetch email campaign
Fetches the details of an existing email campaign
Fetch contact
Fetches the details of an existing contact
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.
Similar apps
What is ClickSend?
ClickSend is a cloud-based service that lets you send and receive SMS, email, voice, fax, and letters worldwide.
Similar apps
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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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Toto
Technical Engineer, Master Liveaboards
