Integrate Zendesk with Expensify
Send information between Zendesk and Expensify automatically, without writing any code, using Zoho Flow.
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Create a new ticket in a verified end user's account in Zendesk when a new policy is created in Expensify
Integrate Expensify with Zendesk using Zoho Flow. Whenever a new policy is created in Expensify, Zoho Flow automatically creates a new ticket in a verified end user's account in Zendesk. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new policy is created in Expensify.
- Zoho Flow creates a new ticket in a verified end user's account in Zendesk.
Create a new ticket in a verified end user's account in Zendesk when a new policy is created in Expensify
Expensify + Zendesk
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Supported triggers and actions
Integrate Zendesk and Expensify using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Organization created
Triggers when a new organization is created
Ticket created
Triggers when a new ticket is created
Ticket updated
Triggers when the details of a ticket is updated
User created
Triggers when a new user is created
New Policy
Triggers when a new policy is added
All Actions - Actions are the automated tasks
Create User
Creates a new user
Create Ticket
Creates a new ticket
Add Tag
Adds tag to the selected ticket
Create Request
Creates a new ticket in a verified end user's account
Create Organization
Creates a new organization
Update Organization
Updates an existing organization
Update Ticket
Updates an existing ticket status or adds comments
Add Comment
Adds comment to the selected ticket
Update User Details
Updates an existing user's details
Fetch Ticket
Fetches a ticket by ID
Fetch Organization
Fetches the details of an existing organization
Fetch User
Fetches the details of an existing user by ID
Create Single Expense
Creates a single expense item
What is Zendesk?
Zendesk is a cloud-based help-desk solution that helps you track, prioritize, and solve customer interactions. You can add dynamic content, use or define macros to respond quickly, and obtain detailed insights on all your customers.
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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.
Learn more >We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Syncify
With Zoho Flow as our integration engine, our productivity has increased at least five times. In some departments, it’s closer to ten.
David Mallo
CTO, Nexivo
Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.
Frank Cowell
Founder and CEO, Nexivo
