Integrate the Zoho Expense API with the Salesforce API

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

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Popular Ways to Connect Zoho Expense with Salesforce#

Add Contact to Campaign with Salesforce (REST API) API on Expense Report Approved from Zoho Expense API

Zoho Expense + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on Expense Report Submitted from Zoho Expense API

Zoho Expense + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on Travel Request Approved from Zoho Expense API

Zoho Expense + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on Expense Report Approved from Zoho Expense API

Zoho Expense + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on Expense Report Submitted from Zoho Expense API

Zoho Expense + Salesforce

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Popular Zoho Expense and Salesforce Triggers#

Expense Report Approved from the Zoho Expense API

Activate when an expense report approval takes place. See the Documentation.

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Expense Report Submitted from the Zoho Expense API

Activate when an expense report submission takes place. See the Documentation.

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Travel Request Approved from the Zoho Expense API

Activate after approval of a travel request. See the Documentation.

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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Popular Zoho Expense and Salesforce Actions#

Create Expense with the Zoho Expense API

Generate a new expense entry in the Zoho Expense system. See the Documentation.

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Reject Travel Request with the Zoho Expense API

Disapprove a pending travel request in the system. See the Documentation.

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Overview of Zoho Expense#

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.

Connect Zoho Expense#

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}`,
      },
    })
  },
})

Overview of Salesforce#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

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