Integrate the Expensify API with the Zoho CRM API

Setup the Expensify API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Expensify and Zoho CRM remarkably fast. Free for developers.

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Popular Ways to Connect Expensify with Zoho CRM#

Create Expense with Expensify API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Expensify

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Create Expense with Expensify API on New Event (Instant) from Zoho CRM API

Zoho CRM + Expensify

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Create Expense with Expensify API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Expensify

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Create Expense with Expensify API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Expensify

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Create Expense with Expensify API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Expensify

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Popular Expensify and Zoho CRM Triggers#

New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

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New or Updated Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created or updated in Zoho CRM

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Popular Expensify and Zoho CRM Actions#

Create Expense with the Expensify API

Creates a new expense. See docs here

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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Export Report To PDF with the Expensify API

Export a report to PDF. See docs here

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Download Attachment with the Zoho CRM API

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

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Overview of Expensify#

The Expensify API enables the automation of expense reporting and management tasks. By harnessing this API within Pipedream, you can craft workflows that streamline the expense submission process, synchronize financial data across platforms, and trigger actions based on expense report statuses. With Pipedream’s serverless platform, these automations can run in the background, allowing for real-time data processing and interaction between Expensify and a myriad of other apps and services.

Connect Expensify#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    expensify: {
      type: "app",
      app: "expensify",
    }
  },
  async run({steps, $}) {
    const requestBody = 
      `requestJobDescription={
        "type":"get",
        "credentials":{
            "partnerUserID": "${this.expensify.$auth.partnerUserId}",
            "partnerUserSecret": "${this.expensify.$auth.partnerUserSecret}"
        },
        "inputSettings":{
            "type":"policyList",
        }
      }`
    return await axios($, {
      method: "post",
      url: `https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations`,
      data: requestBody,
    })
  },
})

Overview of Zoho CRM#

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Connect Zoho CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    })
  },
})

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