What do you want to automate with Zoho Expense?
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Overview#
The Zoho Expense API allows for streamlined management of expense reporting and tracking. With Pipedream, you can automate various tasks like submitting expenses, approving reports, or syncing expense data with other accounting tools. Pipedream's serverless platform enables you to create workflows that react to new expense submissions, scheduled report generation, and much more, without the hassle of managing infrastructure.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_expense: {
type: "app",
app: "zoho_expense",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.zoho_expense.$auth.api_domain}/expense/v1/organizations`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_expense.$auth.oauth_access_token}`,
},
})
},
})
Example Use Cases#
Expense Approval Automation: Create a workflow that triggers when a new expense report is submitted. Use Pipedream to automate the approval process based on custom criteria, such as expense limits or category checks. If approved, the workflow can send notifications to the finance team or update the report status in Zoho Expense.
Receipt Integration with Cloud Storage: Set up a Pipedream workflow that detects newly uploaded receipts in Zoho Expense and backs them up to a cloud storage service like Google Drive or Dropbox. This ensures that all receipts are stored redundantly and can be accessed from different platforms for accounting purposes.
Expense Data Sync with Accounting Software: Build a workflow on Pipedream that periodically fetches new expense entries from Zoho Expense and pushes them to accounting software like QuickBooks or Xero. This can help keep your books up to date automatically and reduce manual data entry errors.
Popular Zoho Expense Integrations#
Popular Zoho Expense Triggers#
Activate when an expense report approval takes place. See the Documentation
Activate when an expense report submission takes place. See the Documentation
Activate after approval of a travel request. See the Documentation
Popular Zoho Expense Actions#
Generate a new expense entry in the Zoho Expense system. See the Documentation
Disapprove a pending travel request in the system. See the Documentation
Alter details in an existing expense report. See the Documentation
Troubleshooting#
Issues Connecting My Account: IP Allowlist
If your Zoho security policy includes an IP Allowlist, update it to connect your account:
- Add this IP Range:
44.223.89.56-44.223.89.63. - Include your current IP Address because the initial OAuth authorization request originates from your browser.
- Set up a Virtual Private Cloud (VPC) on Pipedream. Add the static IP address to Zoho's IP Allowlist. Note: VPCs are available with Pipedream's Business Plan or higher. See pricing for details.
After connecting your account, make sure to run the workflow within a VPC
Authentication#
Name Slug: zoho_expenseZoho Expense uses OAuth authentication. When you connect your Zoho Expense account, Pipedream will open a popup window where you can sign into Zoho Expense and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho Expense API.
Pipedream requests the following authorization scopes when you connect your account:
ZohoExpense.orgsettings.READZohoExpense.fullaccess.ALL- authorization
GEThttps://accounts.zoho.com/oauth/v2/auth?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}&prompt=consent&access_type=offline - accessToken
POST{{custom_fields.accounts_server}}/oauth/v2/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}} - refreshToken
POST{{custom_fields.accounts_server}}/oauth/v2/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}
Trusted by 1,000,000+ developers from startups to Fortune 500 companies