Integrate Zoho Expense with Telerivet

Send information between Zoho Expense and Telerivet automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Zoho Expense and Telerivet 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

Send broadcast message

Triggers when a broadcast message is sent

Incoming message received

Triggers when a new incoming message is received

Contact created or updated

Triggers when a new contact is created or when the details of an existing contact are updated

Send message notification

Triggers when an outgoing message is sent or fails to be delivered

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 message

Sends a new message

Create contact

Creates a new contact

Create group

Creates a new group

Create label

Creates a new label

Create project

Creates a new project

Send broadcast message

Sends a broadcast message

Update project

Updates the details of an existing project

Add contact to a group

Adds a contact to an existing group

Update label

Updates the details of an existing label

Update contact

Updates the details of an existing contact

Update group

Updates the details of an existing group

Fetch group by name

Fetches the details of an existing group using name

Fetch message by ID

Fetches the details of an existing message using ID

Fetch contact by contact details

Fetches the details of an existing contact using contact details

Fetch project by name

Fetches the details of an existing project using name

Fetch broadcast by ID

Fetches the details of an existing broadcast using ID

Fetch project by ID

Fetches the details of an existing project using ID

Fetch group by ID

Fetches the details of an existing group using ID

Fetch default route by route details

Fetches the details of an existing default route using route details

Fetch label by name

Fetches the details of an existing label using name

Fetch label by ID

Fetches the details of an existing label using ID

Fetch custom route by name

Fetches the details of an existing custom route using name

Fetch organization by name

Fetches the details of an existing organization using name

Fetch contact by ID

Fetches the details of an existing contact using ID

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.

What is Telerivet?

Telerivet is an SMS management platform that helps businesses create contacts, send automated messages and more.

Phone/SMS

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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Technical Engineer, Master Liveaboards

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