Integrate Zoho People with Zoho Expense
Send information between Zoho People and Zoho Expense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho People and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record approved
Triggers when a record is approved
Record canceled
Triggers when a record is canceled
Record updated
Triggers when an existing record is updated
Record created or updated
Triggers when a record is created or updated in the selected form
Record created
Triggers when a new record is created in the selected form
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 announcement
Creates a new announcement
Create attendance entry
Creates a check-in and/or check-out time entry
Create time log entry
Creates a new time log entry
Cancel leave
Cancels an existing leave
Fetch leave type
Fetches the details of an existing leave type by employee name, ID, or email address
Add employee feedback
Adds a new feedback for the employee
Add check-in and check-out entry
Adds automated check-in and check-out entries to track attendance
Create record
Creates a new record in the selected form
Add employee
Adds a new employee
Add case
Adds a new record in the HR cases module
Reject record
Rejects the pending records
Update time log entry
Updates an existing time log entry
Update project
Updates the details of an existing project
Approve record
Approves the pending records
Update record
Updates the details of an existing record
Get user availability
Gets the office availability of the specified user
Fetch time log entry
Fetches the details of an existing time log entry
Fetch leave record by leave details
Fetches the details of an existing leave record using date, employee record ID, and leave type ID
Fetch announcement
Fetches the details of an existing announcement by ID or search term
Fetch leave record by record ID
Fetches the details of an existing leave record by record ID
Fetch record
Fetches the details of an existing record by field value
Fetch employee
Fetches the details of an existing employee by email address or employee ID
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 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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