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with Zoho CRM and Expensify?

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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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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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Convert Lead with the Zoho CRM API

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

 
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Create Expense with the Expensify API

Creates a new expense. 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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Create Report with the Expensify API

Creates a new report with transactions in a user's account. See docs here

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

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

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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}`,
      },
    })
  },
})

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

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import { axios } from "@pipedream/platform"

export default defineComponent({
  props: {
    expensify: {
      type: "app",
      app: "expensify",
    }
  },
  async run({ steps, $ }) {
    // The Expensify API requires the request data to be sent as
    // a URL-encoded form with a key of "requestJobDescription".
    // The value of this key must be a JSON string.
    
    // First, define the JSON object as per the Expensify API documentation.
    const requestJobDescription = {
      type: "get",
      credentials: {
          partnerUserID: this.expensify.$auth.partnerUserId,
          partnerUserSecret: this.expensify.$auth.partnerUserSecret,
      },
      inputSettings: {
          type: "policyList",
      }
    };

    // Use URLSearchParams to create a properly formatted form body.
    const formData = new URLSearchParams();
    formData.append('requestJobDescription', JSON.stringify(requestJobDescription));

    // Make the API call with the correctly formatted data.
    return await axios($, {
      method: "post",
      url: `https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations`,
      data: formData,
      // It's good practice to explicitly set the Content-Type header
      // to match the data format.
      headers: {
        'Content-Type': 'application/x-www-form-urlencoded',
      },
    });
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
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