Integrate Zoho CRM with Zoho Expense
Send information between Zoho CRM and Zoho Expense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho CRM and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
Expense created
Triggers when a new expense is created in the selected organization
Report event
Triggers when a report-related event is recorded in the selected organization
User created
Triggers when a new user is created 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
Trip event
Triggers when a trip-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
Expense category created
Triggers when a new expense category is created in the selected organization
Expense updated
Triggers when an existing expense is updated in the selected organization
Customer created
Triggers when a new customer is created in the selected organization
Advance payment event recorded
Triggers when an advance payment-related event is recorded in the selected organization
Report updated
Triggers when an existing report is updated in the selected organization
All Actions - Actions are the automated tasks
Enroll cadence
Enrolls an existing record to a cadence
Update related module entry
Relates an entry in this module with an entry in another module
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Draft email
Drafts an email for the selected record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Update user
Updates the details of an existing user based on user ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Create expense
Creates a new reimbursable expense in the selected organization
Active tag
Activates the specified tag
Create report
Creates a new report in the selected organization
Create project
Creates a new project in the selected organization
Create purchase request
Creates a new purchase request
Record advance payment
Records an advance payment for a project or report
Create user
Creates a new user in the selected organization
Create customer
Creates a new customer in the selected organization
Inactive tag
Inactivates the specified tag
Create expense category
Creates a new expense category in the selected organization
Create tag
Creates a new tag 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
Update purchase request
Updates the details of an existing purchase request
Update expense
Updates an existing expense in the selected organization
Fetch customer
Fetches the details of an existing customer by ID, email, customer full name, first and last name
Fetch user
Fetches the details of an existing user by email address
Fetch trip
Fetches the details of an existing trip
Fetch purchase request
Fetches the details of an existing purchase request
Fetch project
Fetches the details of an existing project
Fetch vendor
Fetches the details of an existing vendor
Fetch expense
Fetches the details of an existing expense
Fetch report
Fetches the details of an existing report
What is Zoho 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.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Toto
Technical Engineer, Master Liveaboards
