Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.
Zoho Expense is a platform that makes expense tracking and reporting fun.Zoho Expense Integrations
Airtable + Zoho ExpenseMake an user inactive in Zoho Expense when New Record is created in Airtable Read More...
Airtable + Zoho ExpenseMake an user active in Zoho Expense when New Record is created in Airtable Read More...
Airtable + Zoho ExpenseDelete User in Zoho Expense when New Record is created in Airtable Read More...
Airtable + Zoho ExpenseAssign a role to user in Zoho Expense when New Record is created in Airtable Read More...
It's easy to connect Airtable + Zoho Expense without coding knowledge. Start creating your own business flow.
Triggers when a new record is available.
Triggers when a new record is available.
Triggers when a new customer is created.
Triggers when a new expense is created.
Triggers when a new organization is created.
Triggers when a new project is created.
Triggers when a new trip is created.
Creates a new record with auto-populating fields.
Update the values of specific cells in an Airtable record.
Assign a role to user.
Create a new user.
Delete an existing user.
Make an user active
Make an user inactive.
Airtable and Zoho Expense are cloud-based software. Airtable is a database management system for enterprise level businesses, while Zoho Expense is an online expense software for small and medium-sized businesses.
Airtable is a database management system, which has been launched by Airtable Inc. in July 2012. Airtable has three core features:
Cplaboration. Airtable allows multiple users to work on one project together.
Customization. Airtable allows users to customize the database and create modules and forms etc. based on their specific requirements.
Integration. Airtable has integration with various third-party apps such as Gmail, Google Drive, Dropbox, Slack etc.
Zoho Expense is an online expense management spution offered by Zoho Corporation (formerly known as AdventNet. It helps business owners and employees to manage their expenses and stay updated about the current financial status of their company. Zoho Expense offers features such as:
Expense Management. Manage expenses along with receipts and images.
Expense Reporting. Generate reports according to your needs and export them as PDF/CSV file format.
Expense Sharing. Share expenses with other companies or individuals, so that they can track their own expenses.
Airtable and Zoho Expense can be integrated via Zapier. With Zapier, you can automate different tasks related to your expenses. Fplowing are the steps to integrate Airtable and Zoho Expense via Zapier:
Step 1. Create a Zapier account. You can do this by visiting Zapier’s website and signing up for a free trial account.
Step 2. Create a Zap from “Zapier” applet. You can do this by going to “Start a Zap” option from the menu bar at the top left corner of the page. Then, select “Create a Zap” option from the dropdown list. After this, go to the next page where you will be given a list of triggers/actions for your Zaps – choose “Airtable” applet from the list of triggers/actions.
Step 3. Add a new trigger for your Zaps – you can do this by clicking on “Add Trigger” button. After that, select the trigger of your choice (in this case, it would be “New Record Added” trigger. On the next page, enter the details of the trigger (in this case, you will enter name of the record in Airtable. Finally, click on “Save & Continue” button to move to the next step. Then, select “Zoho Expense” applet from the list of actions/triggers for your Zaps. Fplow the same steps mentioned above to add another action. Now, you have set up your Zap with two triggers (from Airtable. and two actions (to Zoho Expense. To test your Zap manually before saving it, click on “Test” button. On the next page, click on “Save & Continue” button to save your Zap. Finally, click on “Finish” button to finish creating your Zap. You will get an option to review your Zap on the next page – review it carefully and then click on “Finish” button to finish creating your Zap. After creating new records in Airtable, you will get notification for each new record created in Zoho Expense automatically. For example, if you update any record in Airtable, you will get notification in Zoho Expense immediately after that update is made. This way, you will keep yourself updated about all the changes in both these systems in real time. You can check out this Zap in my Zapier account here. Please note that I have used free plan when creating my Zapier account for this tutorial but you can upgrade to premium plan when using my link above.
The process to integrate Airtable and Zoho Expense may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.