Integrate Expensify with Holded

Send information between Expensify and Holded automatically, without writing any code, using Zoho Flow.

Build your own integrations between Expensify and Holded

Connect Expensify and Holded with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Expensify and Holded using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Report created

Triggers when a new report is created

Report status changed

Triggers when the status of a report is changed to the selected option

Policy created

Triggers when a new policy is created

Employee created

Triggers when a new employee is created

Sales channel created

Triggers when a new sales channel is created

Product created

Triggers when a new product is created

Warehouse created

Triggers when a new warehouse is created

Contact created

Triggers when a new contact is created

Payment created

Triggers when a new payment is created

Project created

Triggers when a new project is created

Service created

Triggers when a new service is created

Contact group created

Triggers when a new contact group is created

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create expense item

Creates a single expense item

Fetch report

Fetches the details of a specified report by report ID

Create sales channel

Creates a new sales channel

Create contact group

Creates a new contact group

Create service

Creates a new service

Create employee

Creates a new employee

Create payment

Creates a new payment

Create warehouse

Creates a new warehouse

Create document

Creates a new document

Create task

Creates a new task

Create contact

Creates a new contact

Create product

Creates a new product

Create project

Creates a new project

Update service

Updates the details of an existing service

Update sales channel

Updates the details of an existing sales channel

Update contact

Updates the details of an existing contact

Update contact group

Updates the details of an existing contact group

Update employee

Updates the details of an existing employee

Update project

Updates the details of an existing project

Update document

Updates the details of an existing document

Update warehouse

Updates the details of an existing warehouse

Fetch employee

Fetches the details of an existing employee using ID

Fetch project

Fetches the details of an existing project using ID

Fetch sales channel

Fetches the details of an existing sales channel using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch task

Fetches the details of an existing task using ID

Fetch service

Fetches the details of an existing service using ID

Fetch contact group

Fetches the details of an existing contact group using ID

Fetch product

Fetches the details of an existing product using ID

Fetch warehouse

Fetches the details of an existing warehouse using ID

Fetch document

Fetches the details of an existing document using ID

Fetch payment

Fetches the details of an existing payment using ID

What is Expensify?

Expensify is expense management software that provides invoicing, bill processing, and other related financial tools and services. You can set up automatic approval, duplicate expense detection, and also inbox and guided review.

Accounting Popular Premium

What is Holded?

Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.

CRM

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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