Integrate Zoho Expense with Expensify

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

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Supported triggers and actions

Integrate Zoho Expense and Expensify using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

New Policy

Triggers when a new policy is created

New Report

Triggers when a new report is created

All Actions - Actions are the automated tasks

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

Create Single Expense

Creates a single expense item

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.

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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