Integrate Zendesk with Expensify

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

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Create a new ticket in a verified end user's account in Zendesk when a new policy is created in Expensify

Integrate Expensify with Zendesk using Zoho Flow. Whenever a new policy is created in Expensify, Zoho Flow automatically creates a new ticket in a verified end user's account in Zendesk. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when a new policy is created in Expensify.
  2. Zoho Flow creates a new ticket in a verified end user's account in Zendesk.
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Create a new ticket in a verified end user's account in Zendesk when a new policy is created in Expensify

Expensify + Zendesk

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Supported triggers and actions

Integrate Zendesk and Expensify using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Organization created

Triggers when a new organization is created

Ticket created

Triggers when a new ticket is created

Ticket updated

Triggers when the details of a ticket is updated

User created

Triggers when a new user is created

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

All Actions - Actions are the automated tasks

Create Request

Creates a new ticket in a verified end user's account

Create Organization

Creates a new organization

Create User

Creates a new user

Create Ticket

 Creates a new ticket

Add Tag

Adds tag to the selected ticket

Update Organization

Updates an existing organization

Update Ticket

Updates an existing ticket status or adds comments

Add Comment

Adds comment to the selected ticket

Update User Details

Updates an existing user's details

Fetch Ticket

Fetches a ticket by ID

Fetch Organization

Fetches the details of an existing organization

Fetch User

Fetches the details of an existing user by ID

Create expense item

Creates a single expense item

Fetch report

Fetches the details of a specified report by report ID

What is Zendesk?

Zendesk is a cloud-based help-desk solution that helps you track, prioritize, and solve customer interactions. You can add dynamic content, use or define macros to respond quickly, and obtain detailed insights on all your customers.

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.

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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With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.

Hitesh Matlani

Director - Business Development and Operations, Avid Brio

Zoho Flow has been a life saver, because, when you compare with their competitors, Flow offers more value for money. We hope to see Flow continue to flourish, with its ability to connect different ecosystems together.

Daniel Chan

Director of Professional Services and Data Protection Officer, ComparaSoftware

Zoho Flow has optimized our process and equipped us to make data-driven reports, decisions, and predictions in real time. We've improved our efficiency by over 70% by eliminating manual work. Zoho Flow helps create powerful integrations without the need for a developer. I strongly suggest that any organization running large amounts of data that needs to be automated in real time use Zoho Flow.

Dr. Hoàng Anh Tuấn

Deputy Head of Training, Master Liveaboards

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