Zoho Expense

App Description

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.

Category : Zoho, Accounting

Triggers

Expense updated

Triggers when an existing expense is updated in the selected organization

Report submitted

Triggers when an expense report is submitted in the selected organization

Report created

Triggers when a new report is created in the selected organization

Trip approval status updated - All approvals

Triggers when a trip approval status is updated in the 'All approvals' tab

Advanced payment recorded

Triggers when an advanced payment is recorded in the selected organization

Advanced payment updated

Triggers when an existing advanced payment is updated in the selected organization

User created

Triggers when a new user is created in the selected organization

Expense created

Triggers when a new expense is created 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

Trip approval status updated - My approvals

Triggers when a trip approval status is updated in the 'My approvals' tab

Trip request created

Triggers when a new trip request is created in the selected organization

Expense category created

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

Actions

Create expense category

Creates a new expense category in the selected organization

Create project

Creates a new project in the selected organization

Create expense

Creates a new reimbursable expense in the selected organization

Create report

Creates a new report in the selected organization

Create user

Creates a new user in the selected organization

Create customer

Creates a new customer in the selected organization

Update project

Updates the details of an existing project

Update expense

Updates an existing expense in the selected organization

Update user

Updates the details of an existing user

Update customer

Updates the details of an existing customer

Fetch customer

Fetches the details of an existing customer by ID

Fetch user

Fetches the details of an existing user by email address

How Zoho Flow Works

Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.