Integrate Workstack with Zoho Expense

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

Build your own integrations between Workstack and Zoho Expense

Connect Workstack and Zoho Expense with over 600+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Workstack and Zoho Expense using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New todo

Triggers when a new todo is created in the selected project

New meeting

Triggers when a new meeting is created for the selected user

New todo list

Triggers when a new todo list is created in the selected project

New project

Triggers when a new project is created

New task

Triggers when a new task is created for the selected user

Report event

Triggers when a report-related event is recorded in the selected organization

Report updated

Triggers when an existing report is updated in the selected organization

Report created

Triggers when a new report is created in the selected organization

Purchase request event

Triggers when a purchase request event is recorded in the selected organization

Expense created

Triggers when a new expense is created in the selected organization

Expense updated

Triggers when an existing expense is updated in the selected organization

Advance payment refund event recorded

Triggers when an advanced payment refund event is recorded in the selected organization

User created

Triggers when a new user is created 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

Expense category created

Triggers when a new expense category is created in the selected organization

Trip event

Triggers when a trip-related event is recorded in the selected organization

All Actions - Actions are the automated tasks

Create todo list

Creates a new todo list in the selected project

Create task

Creates a new task in the selected todo

Create meeting

Creates a new meeting

Create project

Creates a new project

Create todo

Creates a new todo in the selected project

Create expense

Creates a new reimbursable expense in the selected organization

Create project

Creates a new project in the selected organization

Record advance payment

Records an advance payment for a project or report

Create customer

Creates a new customer in the selected organization

Create expense category

Creates a new expense category in the selected organization

Create user

Creates a new user in the selected organization

Create report

Creates a new report in the selected organization

Update project

Updates the details of an existing project

Update customer

Updates the details of an existing customer

Update expense

Updates an existing expense in the selected organization

Update user

Updates the details of an existing user

Fetch report

Fetches the details of an existing report

Fetch user

Fetches the details of an existing user by email address

Fetch customer

Fetches the details of an existing customer by ID

What is Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

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.

Accounting Popular Zoho

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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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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