Integrate Holded with Zoho Expense

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

Build your own integrations between Holded and Zoho Expense

Connect Holded and Zoho Expense 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 Holded and Zoho Expense using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Customer created

Triggers when a new customer is created in the selected organization

Report event

Triggers when a report-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

User created

Triggers when a new user is created in the selected organization

Expense updated

Triggers when an existing expense is updated in the selected organization

Purchase request event

Triggers when a purchase request event is recorded in the selected organization

Report created

Triggers when a new report is created in the selected organization

Report updated

Triggers when an existing report is updated in the selected organization

Trip event

Triggers when a trip-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 category created

Triggers when a new expense category is created in the selected organization

Expense created

Triggers when a new expense is created in the selected organization

All Actions - Actions are the automated tasks

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

Create user

Creates a new user in the selected organization

Create expense category

Creates a new expense category in the selected organization

Create customer

Creates a new customer in the selected organization

Record advance payment

Records an advance payment for a project or report

Create project

Creates a new project in the selected organization

Create expense

Creates a new reimbursable expense in the selected organization

Create report

Creates a new report in the selected organization

Update user

Updates the details of an existing user

Update expense

Updates an existing expense in the selected organization

Update customer

Updates the details of an existing customer

Update project

Updates the details of an existing project

Fetch user

Fetches the details of an existing user by email address

Fetch report

Fetches the details of an existing report

Fetch customer

Fetches the details of an existing customer by ID

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

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.

Accounting Popular 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.

Learn more >

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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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