Integrate Holded with Zoho Expense
Send information between Holded and Zoho Expense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Holded and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Report updated
Triggers when an existing report is updated in the selected organization
Expense created
Triggers when a new expense is created in the selected organization
Expense category created
Triggers when a new expense category is created in the selected organization
Report created
Triggers when a new report is created in the selected organization
Report event
Triggers when a report-related event is recorded in the selected organization
Purchase request event
Triggers when a purchase request event is recorded in the selected organization
Expense updated
Triggers when an existing expense is updated 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
Advance payment event recorded
Triggers when an advance payment-related event is recorded in the selected organization
Trip event
Triggers when a trip-related event is recorded in the selected organization
Customer created
Triggers when a new customer is created in the selected organization
All Actions - Actions are the automated tasks
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
Record advance payment
Records an advance payment for a project or report
Create expense category
Creates a new expense category in the selected organization
Create customer
Creates a new customer in the selected organization
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
Create user
Creates a new user in the selected organization
Update expense
Updates an existing expense in the selected organization
Update customer
Updates the details of an existing customer
Update user
Updates the details of an existing user
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.
Similar apps
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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