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Expensify + Zoho Desk Integrations

Appy Pie Connect allows you to automate multiple workflows between Expensify and Zoho Desk

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

About Zoho Desk

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

Zoho Desk Integrations
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Best ways to Integrate Expensify + Zoho Desk

  • Expensify Expensify

    Zoho Desk + Expensify

    Export Report to PDF in Expensify when New Ticket is created in Zoho Desk Read More...
    Close
    When this happens...
    Expensify New Ticket
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    Zoho Desk + Expensify

    Create Expense Report to Expensify from New Ticket in Zoho Desk Read More...
    Close
    When this happens...
    Expensify New Ticket
     
    Then do this...
    Expensify Create Expense Report
  • Expensify Expensify

    Zoho Desk + Expensify

    Create Single Expense to Expensify from New Ticket in Zoho Desk Read More...
    Close
    When this happens...
    Expensify New Ticket
     
    Then do this...
    Expensify Create Single Expense
  • Expensify Expensify

    Zoho Desk + Expensify

    Export Report to PDF in Expensify when New Contact is created in Zoho Desk Read More...
    Close
    When this happens...
    Expensify New Contact
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    Zoho Desk + Expensify

    Create Expense Report to Expensify from New Contact in Zoho Desk Read More...
    Close
    When this happens...
    Expensify New Contact
     
    Then do this...
    Expensify Create Expense Report
  • Expensify {{item.actionAppName}}

    Expensify + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Expensify + Zoho Desk in easier way

It's easy to connect Expensify + Zoho Desk without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

    Actions
  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

  • Create Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Create Ticket Comment

    Add comment on a ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

How Expensify & Zoho Desk Integrations Work

  1. Step 1: Choose Expensify as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Desk as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Expensify to Zoho Desk.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Expensify and Zoho Desk

Expensify is an expense-reporting company that helps its users to submit reports. This company was founded by David Barrett and Jesse Mecham in 2009. The company has a transparent business model, which means that the employees of the company can see how the money is spent. The clients of this company are large companies such as Twitter, Uber and Lyft. The customers of this company use mobile apps, desktop web applications and browser extensions to report their expenses and shipping. The company has received $5 million in the series A funding round in 2011. The investors of this company include First Round Capital, Andreessen Horowitz and Andreesen Horowitz. In 2014, the company received an investment of $55 million from Technpogy Crossover Ventures, Menlo Ventures and General Catalyst Partners. In 2016, the founder of Dropbox, Drew Houston joined Expensify’s board of directors. In 2017, Expensify moved to Portland, Oregon.

Zoho Desk is now known as Zoho Distribution. This software distribution platform was founded by Sridhar Vembu in 2006. The headquarters of this company is based in Chennai, India. It offers cloud-based web office applications such as Calendar, CRM, Email Marketing, Project Management and Document Management. Since 2013, Zoho Desk has started offering Zoho Campaign, which is a marketing automation program for small businesses. In 2014, Zoho Desk became a part of Zoho Corporation. It also released an application called Zoho Inventory. In 2015, it acquired Docsend and launched Zoho SalesIQ. In 2016, it launched Zoho Desk for iPhone and Zoho Docs for Teams.

Integration of Expensify and Zoho Desk

Both Expensify and Zoho Desk have their own benefits and shortcomings. However, they can work together to eliminate these shortcomings and provide better services to their users.

Expensify can help Zoho Desk in managing its inventory records because Expensify has some features that are related to inventory management. For example, it supports barcodes in order to keep track of your products and let you know when you have overstocked something or when you have not stocked up enough. Another example is that it also supports serial numbers so that you know what item went where to make sure that you don’t send the wrong items to your customers. Therefore, Expensify can help Zoho Desk manage its inventory records more efficiently and help it keep track of the stock level of its products so that it can avoid overstocking or running out of stock at stores.

Also, a feature in Expensify is tracking your employees’ mileage for tax deduction purposes. This feature can be integrated into Zoho Desk so that the employees of Zoho Desk will be able to track their mileage easily without needing to use different apps for that purpose. Also, since both companies offer software for managing documents such as Expensify’s desktop web application and Zoho Desk’s document management app, they can work together to integrate their features so that the users of Expensify can also use their documents on their desktop web application and so that the users of Zoho Desk’s document management app can also use their documents on Expensify’s desktop web application. This integration can enable them to share their documents with each other so that they do not need to waste time copying files between different file storage sources.

Benefits of Integration of Expensify and Zoho Desk

Integration of Expensify and Zoho Desk can benefit both companies in many ways including saving money on IT cost and reducing errors in data entry. Let’s take a look at how it will benefit Expensify first:

Expensify uses its own IT infrastructure, but it does not own any servers or data centers where its servers are located. Therefore, it needs to pay rent to the providers who own these servers and data centers where its servers are located; otherwise it will not be able to operate its business. If Expensify were to integrate its app with Zoho Desk’s app, then there will be no need for Expensify to invest its money into building its own IT infrastructure because Zoho Desk already has one so integrating with Zoho Desk would save Expensify money on renting space in the data center owned by Amazon Web Services (AWS. Additionally, while using AWS, Expensify must subscribe to AWS’ services such as DynamoDB and EBS; otherwise, it will not be able to operate its business on AWS. Therefore, if Expensify integrates with Zoho Desk then it would not have to pay money for AWS services anymore because Zoho Desk already has them built into it making Expensify only need to pay for AWS services if it needs more storage or needs more computing power for its apps instead of paying for AWS services all the time like it does currently. As a result, integration with Zoho Desk would save Expensify money on renting space in the data center owned by AWS and would also allow Expensify to save money on AWS services because it would not have to pay for them anymore if it integrates with Zoho Desk like it does currently. Additionally, integration with Zoho Desk would also save Expensify time because there would no longer be the need for Expensify to develop apps itself like it does right now; instead it could just integrate with Zoho Desk making people less likely to make mistakes when entering data into the apps because they will be using the same user interface which will be much easier than developing their apps themselves like they do currently.

Now let’s take a look at how integration with Zoho Desk would benefit Zoho Desk:

Zoho Desk has many different cloud-based office applications such as CRM, Email Marketing, Project Management and Document Management making it hard for small businesses to decide what software applications they should use for managing their business data because they do not want to pay for a lot of different software applications when they only need a few applications at most. So if ZohoDesk integrates with Expensify then small businesses will be able to use both companies’ applications without having to pay extra money because they will only have to subscribe to one app instead of subscribing to multiple apps like they do currently if they do not integrate with each other making it easier for small businesses to manage their office data without having to pay extra money for each app. Additionally, integration with Zoho Desk would also make life easier for small businesses because they will be able to use both companies’ apps without having to type data into one app after another like they do currently if they do not integrate with each other making people less likely to make mistakes when typing data into any app since they will be using the same user interface which will be much easier than typing data into different apps separately like they do currently if they do not integrate with each other like they do today. Plus, integration with Zoho Desk would also give small businesses confidence about the security of their data since both companies have systems in place that are designed specifically for keeping data safe from hackers unlike small businesses themselves which usually store their data inside computers which are vulnerable to hacking attempts since hackers can hack computers through phishing attacks or brute force attacks; therefore if small businesses store their data inside computers then hackers could easily steal their data through hacking attempts like they could steal data from small businesses today if small businesses store their data inside computers instead of storing them inside cloud-based office applications like both companies have right now which have systems in place that are designed specifically for keeping data safe from hackers saving people time from protecting their data from being stpen by hackers saving people time from paying more money for extra software licenses if they have too many applications using their own IT infrastructure like both companies do right now saving people money on renting space in the data center owned by Amazon Web Services (AWS. like both companies do right now saving people money on building their own IT infrastructure like both companies do right now saving people money on AWS services since both companies already have them built into their apps saving people money on protecting their data from being stpen by hackers since both companies have systems in place that are designed specifically for keeping data safe from hackers saving people time from paying for extra software licenses if they have too many applications saving people time from having to protect their data from being stpen by hackers saving people time from having to build their own IT infrastructure saving people time from renting space in the data center owned by AWS saving people money on AWS services saving people money on having extra software licenses if they have too many applications saving people time from using their own IT infrastructure saving people time from protecting their data from being stpen by hackers making life easier for small businesses by allowing them to use both companies’ apps without having to type data into one app after

The process to integrate Expensify and Zoho Desk 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.