Integrate Zoho Bookings with Zoho Expense

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

Build your own integrations between Zoho Bookings and Zoho Expense

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Supported triggers and actions

Integrate Zoho Bookings and Zoho Expense using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Appointment booked

Triggers when an appointment is booked

Appointment marked as completed

Triggers when an appointment is marked as completed

Appointment marked as no-show

Triggers when an appointment is marked as no-show

Appointment canceled

Triggers when an appointment is canceled

Appointment rescheduled

Triggers when an appointment is rescheduled

Payment failure

Triggers when a payment fails

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

Report created

Triggers when a new report is created in the selected organization

Advance payment refund event recorded

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

Trip event

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

Report event

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

Expense created

Triggers when a new expense is created in the selected organization

Purchase request event

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

User created

Triggers when a new user is created in the selected organization

Advance payment event recorded

Triggers when an advance payment-related event is recorded in the selected organization

Customer created

Triggers when a new customer is created in the selected organization

Report updated

Triggers when an existing report is updated in the selected organization

All Actions - Actions are the automated tasks

Create appointment

Creates a new appointment

Create service

Creates a new service

Update appointment

Updates the details of an appointment

Update service

Updates the details of an existing service by service ID

Reschedule appointment

Reschedules appointment to another slot

Fetch staff

Fetches the details of an existing staff by ID or email address

Fetch availability

Fetches the details of the availability by resource ID or staff ID

Fetch appointment

Fetches the details of an existing appointment by ID

Fetch service

Fetches the details of the selected service

Create expense category

Creates a new expense category in the selected organization

Inactive tag

Inactivates the specified tag

Create tag

Creates a new tag in the selected organization

Record advance payment

Records an advance payment for a project or report

Create purchase request

Creates a new purchase request

Create customer

Creates a new customer in the selected organization

Create user

Creates a new user in the selected organization

Active tag

Activates the specified tag

Create expense

Creates a new reimbursable expense in the selected organization

Create project

Creates a new project in the selected organization

Create report

Creates a new report in the selected organization

Update customer

Updates the details of an existing customer

Update project

Updates the details of an existing project

Update user

Updates the details of an existing user

Update expense

Updates an existing expense in the selected organization

Update purchase request

Updates the details of an existing purchase request

Fetch user

Fetches the details of an existing user by email address

Fetch customer

Fetches the details of an existing customer by ID, email, customer full name, first and last name

Fetch trip

Fetches the details of an existing trip

Fetch expense

Fetches the details of an existing expense

Fetch vendor

Fetches the details of an existing vendor

Fetch report

Fetches the details of an existing report

Fetch project

Fetches the details of an existing project

Fetch purchase request

Fetches the details of an existing purchase request

What is Zoho Bookings?

Zoho Bookings is an appointment scheduler application for professional consultants and service providers to find the perfect time to meet customers.

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.

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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Technical Engineer, Master Liveaboards

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