Integrate UpLead with Expensify
Send information between UpLead and Expensify automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate UpLead and Expensify using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Search company logo
Searches for a company logo using domain name
Search person
Searches for the details of a person using email address or based on a domain name, first name, and last name.
Search company
Searches for the details of a company using domain name or company name
Search prospector
Finds the contacts and email addresses associated with a company, job title, job function, management level, and location.
Search domain
Searches for a company domain using company name
Fetch report
Fetches the details of a specified report by report ID
Create expense item
Creates a single expense item
What is UpLead?
UpLead is an online B2B sales intelligence platform. It helps businesses identify and connect with new customers using their prospecting tool that provides instant access to millions of verified B2B business contacts.
Similar apps
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.
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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.
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