Integrate Zoho Expense with Zoho Connect
Send information between Zoho Expense and Zoho Connect automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Expense and Zoho Connect 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
Event invited
Triggers when an invitee is added to an event
Task open
Triggers when a task status is marked as open
Task unassigned
Triggers when a task is unassigned
Board created
Triggers when a new board is created
Forum created
Triggers when a new forum is created
Announcement updated
Triggers when the details of an existing announcement is updated
Group created
Triggers when a new group is created
Announcement comment created
Triggers when a new comment is created in announcements
Idea updated
Triggers when the details of an existing idea are updated
Forum updated
Triggers when an existing forum post is updated
Announcement created
Triggers when a new announcement is created
Member removed from network
Triggers when a new member is removed from the selected network
Task updated
Triggers when the details of an existing task is updated
Task assigned
Triggers when a task is assigned
Task status changed
Triggers when the status of an existing task is updated
New task created
Triggers when a new task is created
Question created
Triggers when a new questions is created
Status created
Triggers when a new conversation is posted
User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment
Member added in group
Triggers when a member added to group
New checklist created
Triggers when a new checklist is created
Poll created
Triggers when a new poll is created
Idea status updated
Triggers when the details of an existing idea status are updated
Member removed from board
Triggers when a member is removed from a board
Member added in board
Triggers when a member is added to a board
Task completed
Triggers when a task is completed in selected board
Task section changed
Triggers when a task section is changed within the board.
User mentioned in post
Triggers when the configuration user is mentioned in a conversation
Event created
Triggers when a new event is created
Idea created
Triggers when a new idea is created
Member added in network
Triggers when a new member added to the selected network
Task reminder
Triggers when a task is created with a reminder
Event updated
Triggers when the details of an existing event is updated
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 checklist
Creates a checklist for the specified task
Add comment in post
Adds a comment in the specified post
Create private task
Creates a new private task
Create group event
Creates a new group event
Add member to group
Adds a member to the selected group
Add comment in task
Adds a comment in the specified task
Create task in section
Creates a new task in the selected section
Create board from board template
Creates a new board from an existing saved template
Create private event
Creates a new private event
Add member to board
Adds a member to the selected board
Create group
Creates a new group in the selected network
Create forum post
Creates a new forum post
Invite user
Invites a user to the selected network
Create board
Creates a new board
Create conversation
Creates a new conversation in the selected group
Archive group
Archives the selected group
Unarchive group
Unarchives the selected group
Archive board
Archives the selected board
Archive task
Archives the selected task
Unarchive board
Unarchives the selected board
Fetch post
Fetch the details of an existing post by ID
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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 Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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