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 800+ 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

New Policy

Triggers when a new policy is created

New Report

Triggers when a new report is created

Product created

Triggers when a new product 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

Task created

Triggers when a new task is created

Contact created

Triggers when a new contact is created

Project created

Triggers when a new project is created

Sales channel created

Triggers when a new sales channel is created

Employee created

Triggers when a new employee is created

Warehouse created

Triggers when a new warehouse is created

All Actions - Actions are the automated tasks

Create Single Expense

Creates a single expense item

Create contact

Creates a new contact

Create task

Creates a new task

Create product

Creates a new product

Create payment

Creates a new payment

Create employee

Creates a new employee

Create document

Creates a new document

Create warehouse

Creates a new warehouse

Create contact group

Creates a new contact group

Create sales channel

Creates a new sales channel

Create service

Creates a new service

Create project

Creates a new project

Update contact group

Updates the details of an existing contact group

Update document

Updates the details of an existing 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

Fetch contact

Fetches the details of an existing contact using ID

Fetch service

Fetches the details of an existing service using ID

Fetch product

Fetches the details of an existing product using ID

Fetch contact group

Fetches the details of an existing contact group 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 task

Fetches the details of an existing task 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 employee

Fetches the details of an existing employee 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 >

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

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Technical and Operations Head, TruAct

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