Integrate Zoho Expense with Zoho Analytics

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

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Supported triggers and actions

Integrate Zoho Expense and Zoho Analytics 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 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

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

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 Zoho Analytics?

Zoho Analytics is an online reporting and business intelligence service that helps you analyze your business data and create reports and dashboards for informed decision-making. You can merge data across different sources and have full control over who can do what with your reports.

Dashboard Zoho

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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