Integrate the Zoho Expense API with the Zoho CRM API

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

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Popular Ways to Connect Zoho Expense with Zoho CRM#

Convert Lead with Zoho CRM API on Expense Report Approved from Zoho Expense API

Zoho Expense + Zoho CRM

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Convert Lead with Zoho CRM API on Expense Report Submitted from Zoho Expense API

Zoho Expense + Zoho CRM

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Convert Lead with Zoho CRM API on Travel Request Approved from Zoho Expense API

Zoho Expense + Zoho CRM

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

Zoho CRM + Zoho Expense

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

Zoho CRM + Zoho Expense

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Popular Zoho Expense and Zoho CRM 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 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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Popular Zoho Expense and Zoho CRM 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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Convert Lead with the Zoho CRM API

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

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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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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 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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