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 700+ 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

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Contact group created

Triggers when a new contact group is created

Service created

Triggers when a new service is created

Payment created

Triggers when a new payment is created

Product created

Triggers when a new product is created

Contact created

Triggers when a new contact is created

Warehouse created

Triggers when a new warehouse is created

Employee created

Triggers when a new employee is created

Sales channel created

Triggers when a new sales channel is created

Expense updated

Triggers when an existing expense is updated in the selected organization

Advance payment event recorded

Triggers when an advance payment-related event is recorded in the selected organization

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

Expense category created

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

Trip event

Triggers when a trip-related event is recorded 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

Advance payment refund event recorded

Triggers when an advanced payment refund event is recorded in the selected organization

Report updated

Triggers when an existing report is updated 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

All Actions - Actions are the automated tasks

Create contact group

Creates a new contact group

Create sales channel

Creates a new sales channel

Create service

Creates a new service

Create warehouse

Creates a new warehouse

Create contact

Creates a new contact

Create task

Creates a new task

Create product

Creates a new product

Create project

Creates a new project

Create payment

Creates a new payment

Create employee

Creates a new employee

Create document

Creates a new document

Update project

Updates the details of an existing project

Update warehouse

Updates the details of an existing warehouse

Update service

Updates the details of an existing service

Update contact

Updates the details of an existing contact

Update sales channel

Updates the details of an existing sales channel

Update employee

Updates the details of an existing employee

Update contact group

Updates the details of an existing contact group

Update document

Updates the details of an existing document

Fetch employee

Fetches the details of an existing employee using ID

Fetch payment

Fetches the details of an existing payment using ID

Fetch sales channel

Fetches the details of an existing sales channel using ID

Fetch project

Fetches the details of an existing project using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch contact group

Fetches the details of an existing contact group using ID

Fetch document

Fetches the details of an existing document using ID

Fetch warehouse

Fetches the details of an existing warehouse 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 product

Fetches the details of an existing product using ID

Create expense

Creates a new reimbursable expense in the selected organization

Create project

Creates a new project in the selected organization

Create user

Creates a new user in the selected organization

Create report

Creates a new report in the selected organization

Create customer

Creates a new customer in the selected organization

Create expense category

Creates a new expense category in the selected organization

Record advance payment

Records an advance payment for a project or report

Update user

Updates the details of an existing user

Update customer

Updates the details of an existing customer

Update expense

Updates an existing expense in the selected organization

Update project

Updates the details of an existing project

Fetch report

Fetches the details of an existing report

Fetch user

Fetches the details of an existing user by email address

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.

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 >

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Technical and Operations Head, TruAct

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