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Powerful accounting platform for growing businesses.

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Effortless expense reporting platform.

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Collect payments online with custom branded pages.

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Payroll software with automated tax payments and filing.

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The all-in-one toolkit for solopreneurs.

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Practice management software for accounting firms.

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Digital signature app for businesses.

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eCommerce platform to manage and market your online store.

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Beautiful home for all your notes.

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Stay in touch with teams no matter where you are.

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Employee experience platform to communicate, engage, and build positive employee relations.

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Appointment scheduling app for consultations with customers.

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Digital signature app for businesses.

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Secure and reliable transactional email sending service.

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Build custom apps to simplify business processes.

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Workforce identity and access management solution for cloud businesses.

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Secure multi-factor authenticator (MFA) for all your online accounts.

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Online password manager for teams.

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Pro-code platform to build and deploy your apps.

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Interactive remote assistance software with augmented reality.

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Test automation software to build, manage, execute, and report testcases.

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Automate manual, tedious, and repetitive tasks easily.

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The all-in-one toolkit for solopreneurs.

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Built in document editors for web apps.

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Secure and reliable transactional email sending service.

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Test automation software to build, manage, execute, and report testcases.

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Work management tool to connect people, processes, and information.

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Automate manual, tedious, and repetitive tasks easily.

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Application analytics for all apps.

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All-in-one suite

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The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Integrate Zoho Expense with 1000+ apps

Create business workflows for Zoho Expense without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Zoho Expense workflows

+

Send Gmail messages for new Zoho Expense reports

Zoho Expense + Gmail for Workspace

This flow sends you a message through Gmail for every new report that is created in Zoho Expense. Get the report details of all your expenses automatically delivered in your inbox.

How it works

1. A new report is created in Zoho Expense. 

2. Zoho Flow sends you details about the report via Gmail.

+

Create tasks in Google Tasks for new Zoho Expense reports

Zoho Expense + Google Tasks

This flow creates a new task in Google Tasks whenever a new report is created in Zoho Expense. This way, you automatically set a reminder to follow up on each expense report that is created.

How it works

1. A new report is created in Zoho Expense.

2. Zoho Flow adds a new task in Google Tasks.

+

Add new Zoho Expense expenses to Google Sheets

Zoho Expense + Google Sheets

Do you like keeping a personal record of all your company's expenses? This flow can help. It automatically adds a new row in Google Sheets for every expense created in Zoho Expense.

How it works

1. A new expense is created in Zoho Expense. 

2. Zoho Flow adds the expense to a new row in Google Sheets.

+

Create Zoho Expense reports for new Google Sheets spreadsheets

Google Sheets + Zoho Expense

Do you use Google Sheets to record your business expenses? With Zoho Flow, you can now convert them to meaningful reports on Zoho Expense. This flow creates a new report in Zoho Expense for every spreadsheet that you add in Google Sheets.

How it works

1. A new spreadsheet is added in Google Sheets.

 2. Zoho Flow creates a report in Zoho Expense.

+

Inform the team using Zoho Cliq whenever a new payment is received in Zoho Expense

Zoho Expense + Zoho Cliq

Keeping your team informed about payment status ensures transparency and smooth progress to the next steps. This flow will send notifications to a private channel in Zoho Cliq whenever a new payment is received in Zoho Expense.

How it works
  1. The flow triggers when an advance payment-related event is recorded in the selected organization in Zoho Expense.
  2. Zoho Flow message as a bot on the specified channel in Zoho Cliq.
+

Send a notification to the team via Rocket.Chat whenever a payment is received in Zoho Expense

Zoho Expense + Rocket.Chat

Ensure your team always receives payment information promptly, without any delays or missing details. This flow will send a private channel alert in Rocket.Chat for every new payment received in Zoho Expense.

How it works
  1. The flow triggers when an advance payment-related event is recorded in the selected organization in Zoho Expense.
  2. Zoho Flow sends a message in the specified channel in Rocket.Chat.
+

Notify the team using Slack whenever a new payment is received in Zoho Expense

Zoho Expense + Slack

Ensure your team always receives payment information promptly, without any delays or missing details. This flow will send a private channel alert in Slack for every new payment received in Zoho Expense.

How it works
  1. The flow triggers when an advance payment-related event is recorded in the selected organization in Zoho Expense.
  2. Zoho Flow sends a message to the selected private channel in Slack.

Build your own Zoho Expense integrations

Connect Zoho Expense with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Zoho Expense workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Report updated

Triggers when an existing report is updated in the selected organization

User created

Triggers when a new user is created in the selected organization

Purchase request event

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

Expense updated

Triggers when an existing expense is updated in the selected organization

Customer created

Triggers when a new customer is created in the selected organization

Trip event

Triggers when a trip-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

Report created

Triggers when a new report is created in the selected organization

Expense category created

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

Advance payment event recorded

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

Expense created

Triggers when a new expense is created in the selected organization

Report event

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

All Actions - Actions are the automated tasks

Create report

Creates a new report in the selected organization

Create project

Creates a new project in the selected organization

Create expense category

Creates a new expense category in the selected organization

Create user

Creates a new user in the selected organization

Create expense

Creates a new reimbursable expense in the selected organization

Create customer

Creates a new customer in the selected organization

Record advance payment

Records an advance payment for a project or report

Update project

Updates the details of an existing project

Update customer

Updates the details of an existing customer

Update expense

Updates an existing expense in the selected organization

Update user

Updates the details of an existing user

Fetch report

Fetches the details of an existing report

Fetch customer

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

Fetch user

Fetches the details of an existing user by email address

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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