Integrate Zoho Expense with Zoho One

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

Build your own integrations between Zoho Expense and Zoho One

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Supported triggers and actions

Integrate Zoho Expense and Zoho One using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

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

User activated

Triggers when an inactive user is activated

User deactivated

Triggers when a user is deactivated

User added to group

Triggers when a user is added to an existing group

User updated

Triggers when the details of an existing user are updated

User removed from group

Triggers when a user is removed from an existing group

User created

Triggers when a new user is created

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 user

Creates a new user

Add user to group

Adds a user to an existing group

Update user

Updates the details of an existing user

Activate user

Activates an inactive user

Fetch user

Fetches the details of an existing user by ID or email

Fetch added group info for user

Fetches information about groups the user has been added to

Deactivate user

Deactivates a user from your Zoho One organization

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 One?

Zoho One is a comprehensive suite of 40+ enterprise-level, unified business applications designed to streamline and enhance various aspects of an organization's operations, from sales and marketing to finance and collaboration.

Zoho

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