Integrate Cin7 Core Inventory with Expensify

Send information between Cin7 Core Inventory and Expensify automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Cin7 Core Inventory and Expensify using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Partial sale payment received

Triggers when partial payment for a sale is received

Received purchase stock authorised

Triggers when a purchase stock received is authorised

Purchase credit note authorised

Triggers when credit note for a purchase is authorised

Sale voided

Triggers when a sale is voided

Sale credit note authorised

Triggers when a credit note of a sale is authorised

Sale pack authorised

Triggers when packing of a sale is authorised

Stock level updated

Triggers when the level of a stock is updated

Sale shipment tracking number updated

Triggers when the shipment tracking number of a sale is updated

Supplier updated

Triggers when any detail of a supplier is updated

Sale shipment authorised

Triggers when shipment of a sale is authorised

Sale pick authorised

Triggers when picking of a sale is authorized

Sale back ordered

Triggers when a sale is back ordered

Sale undone

Triggers when a sale is undone

Purchase invoice authorised

Triggers when a purchase invoice is authorised

Sale payment received

Triggers when the full payment for a sale is received

Sale quote authorised

Triggers when a quote for a sale is authorised

Purchase order authorised

Triggers when a purchase order is authorised

Sales order authorised

Triggers when a sales order is authorised

Customer created or updated

Triggers when a customer is created or updated

Sales invoice authorised

Triggers when a sales invoice is authorised

Policy created

Triggers when a new policy is created

Report status changed

Triggers when the status of a report is changed to the selected option

Report created

Triggers when a new report is created

All Actions - Actions are the automated tasks

Create product

Creates a new product

Add address to customer

Adds a new address to an existing customer

Create supplier

Creates a new supplier

Create stock adjustment

Creates a new stock adjustment

Create customer

Creates a new customer

Add contact to customer

Adds a new contact to an existing customer

Create sale

Creates a new sale

Update customer address

Updates the details of an existing customer address

Update customer contact

Updates the details of an existing customer contact

Update customer

Updates the details of an existing customer

Update product

Updates the details of an existing product

Update supplier

Updates the details of a supplier

Fetch production by search term

Fetches the details of an existing production by product code, product name, or production order number.

Fetch supplier by name

Fetches the details of an existing supplier by name

Fetch sale by search term

Fetches the details of a sale by order number, invoice number, or credit note number

Fetch product by SKU or name

Fetches the details of an existing product by its SKU or name or both

Fetch opportunity

Fetches the details of an existing opportunity by opportunity ID

Fetch sale shipment

Fetches the details of an existing sale shipment by order number, invoice number, or credit note number.

Fetch purchase by search term

Fetches the details of an existing purchase by order number, invoice number, or credit note number

Fetch customer by name

Fetches the details of an existing customer by name

Fetch report

Fetches the details of a specified report by report ID

Create expense item

Creates a single expense item

What is Cin7 Core Inventory?

Cin7 Core Inventory is inventory management software that helps you manage your inventory, purchases, sales, suppliers, and customers in one easy-to-use system.

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.

Accounting Popular Premium

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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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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