Integrate Zoho Expense with Zoho Marketing Automation
Send information between Zoho Expense and Zoho Marketing Automation automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Expense and Zoho Marketing Automation using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
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
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
Report created
Triggers when a new report is created in the selected organization
Report updated
Triggers when an existing report is updated 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
Lead added to list
Triggers when a lead is added to the selected list
Lead removed from list
Triggers when a lead is removed from the selected list
All Actions - Actions are the automated tasks
Inactive tag
Inactivates the specified tag
Create tag
Creates a new tag in the selected organization
Create expense category
Creates a new expense category 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 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
Update purchase request
Updates the details of an existing purchase request
Update project
Updates the details of an existing project
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 trip
Fetches the details of an existing trip
Fetch user
Fetches the details of an existing user by email address
Fetch project
Fetches the details of an existing project
Fetch purchase request
Fetches the details of an existing purchase request
Fetch customer
Fetches the details of an existing customer by ID, email, customer full name, first and last name
Add lead to journey
Adds the specified lead to a journey
Tag lead
Adds the specified tag to a lead
Create or update lead
Creates a new lead or updates the details of an existing lead
Create lead tag
Creates a new lead tag
Clone campaign
Clones an existing campaign
Send email campaign
Sends an existing email campaign
Add lead score
Adds lead score for the specified email address
Create list
Creates a new list
Move lead to do-not-mail list
Moves the specified lead to the do-not-mail list
Unsubscribe lead
Removes a lead from the selected list
Untag lead
Removes the specified tag from a lead
Update list
Updates the details of an existing list
Fetch lead
Fetches the details of an existing lead by email address
Delete tag
Deletes an existing tag
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 Marketing Automation?
Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.
Similar apps
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Sales Director, Artico
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Toto
Technical Engineer, Master Liveaboards
