Integrate Zoho Expense with SmartSuite
Send information between Zoho Expense and SmartSuite automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Expense and SmartSuite 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
Solution created
Triggers when a new solution is created
App created
Triggers when a new app is created
Record updated
Triggers when the details of an existing record is updated in an application
Record created
Triggers when a new record is created in an application
Comment created
Triggers when a new comment 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 solution
Creates a new solution
Create app
Creates a new app
Create comment
Creates a new comment
Create record
Creates a new record in an app
Update record
Updates the details of an existing record
Fetch comment
Fetches the details of an existing comment using ID
Fetch solution
Fetches the details of an existing solution using ID
Fetch record
Fetches the details of an existing record using ID
Fetch App
Fetches the details of an existing app using ID
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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What is SmartSuite?
SmartSuite is a collaborative work management platform that helps organizations plan, overlook, manage, and track any workflows.
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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.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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