Integrate OptimoRoute with Zoho Expense
Send information between OptimoRoute and Zoho Expense automatically, without writing any code, using Zoho Flow.
Build your own integrations between OptimoRoute and Zoho Expense
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Supported triggers and actions
Integrate OptimoRoute and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 order
Creates a new order
Update order
Updates the details of an existing order
Fetch scheduling
Fetches the scheduling information of an existing order using ID or order number
Fetch route
Fetches the details of an existing route for the specified date
Fetch order
Fetches the details of an existing order using ID or order number
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 OptimoRoute?
OptimoRoute is a route optimization tool that plans and optimizes routes and schedules for deliveries and a mobile workforce.
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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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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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