Integrate Zoho Expense with Zoho Invoice
Send information between Zoho Expense and Zoho Invoice automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Expense and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Contact updated
Triggers when any detail of an existing contact is updated
Payment received
Triggers when a new payment is received
Credit note updated
Triggers when the details of an existing credit note are updated
Project created
Triggers when a new project is created
Estimate created
Triggers when a new estimate is created in the selected organization
Estimate updated
Triggers when any detail of an existing estimate is updated
Invoice created
Triggers when a new invoice is created
Invoice updated
Triggers when any detail of an existing invoice is updated
Item created
Triggers when a new item is created in the selected organization
Contact created
Triggers when a new contact is created
Project updated
Triggers when any detail of an existing project is updated
Item updated
Triggers when any detail of an existing item is updated
Contact person created
Triggers when a new contact person is created for an existing contact
Credit note created
Triggers when a new credit note is created
Recurring expense created
Triggers when a new recurring expense is created
Timesheet created
Triggers when a new timesheet is created
Payment updated
Triggers when any detail of an existing payment is updated
Timesheet updated
Triggers when the details of an existing timesheet are updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
All Actions - Actions are the automated tasks
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
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Send estimate
Sends an existing estimate to the specified recipients
Create timesheet
Creates a new timesheet entry
Create recurring expense
Creates a new recurring expense
Create contact
Creates a new contact
Stop timer
Stops the timer that is currently running
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Send retainer invoice
Sends a retainer invoice to the specified email address
Create retainer invoice
Creates a new retainer invoice
Create item
Creates a new item
Send invoice
Sends an existing invoice to the specified recipients
Request payment information
Sends a payment information request to the specified email address
Create project
Creates a new project
Create contact person
Creates a new contact person for the selected contact
Create recurring invoice
Creates a new recurring invoice
Add address for customer
Adds address details for an existing customer
Record payment
Records a payment for an existing invoice
Start timer
Starts timer for the selected task
Create task
Creates a new task in the specified project
Update item
Updates the details of an existing item
Update payment link
Updates the details of an existing payment link
Create payment link
Creates a payment link
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update estimate
Updates the details of an existing estimate
Update invoice
Updates the details of an existing invoice
Update timesheet
Updates the details of an existing timesheet
Update invoice status
Updates the status of an existing invoice
Update contact
Updates the details of an existing contact
Update contact person
Updates the details of an existing contact person
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch project
Fetches the details of an existing project by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch estimate
Fetches the details of an existing invoice
Fetch task
Fetches the details of an existing task by ID
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch contact by email
Fetches the details of an existing contact by email
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch item by ID
Fetches the details of an existing item by ID
Fetch item by name
Fetches the details of an existing item by name
Fetch payment
Fetches the details of an existing payment
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.
Similar apps
What is Zoho Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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