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Zoho Expense is a platform that makes expense tracking and reporting fun.Zoho Expense Integrations
hunter + Zoho ExpenseMake an user inactive in Zoho Expense when New Lead is created in hunter Read More...
hunter + Zoho ExpenseMake an user active in Zoho Expense when New Lead is created in hunter Read More...
hunter + Zoho ExpenseDelete User in Zoho Expense when New Lead is created in hunter Read More...
hunter + Zoho ExpenseAssign a role to user in Zoho Expense when New Lead is created in hunter Read More...
It's easy to connect hunter + Zoho Expense without coding knowledge. Start creating your own business flow.
Triggers when a new campaign is available to your account.
Triggers when a new lead is created.
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 lead.
Adds a recipient to one of your ongoing campaigns.
Assign a role to user.
Create a new user.
Delete an existing user.
Make an user active
Make an user inactive.
With the continuous growth of businesses, there is a constant pressure on the Accountants to keep track of their expenditure. The same applies to the small business enterprises where inflating costs are inevitable.
Businesses that fail to keep track of their expenses end up paying higher fees to the accountants for their audit. This is because they do not have data to support their claims.
Zoho Expense helps in tracking the expenditure in the business. It helps in organizing and managing the expenses in an easy manner. It allows the users to make entries in an automated manner.
It also allows the users to see real time data when needed for analysis. They can easily integrate Zoho Expense with their other cloud applications like Zoho Books, Zoho CRM, etc. It is essential for businesses to know about this integration process in detail as it will help them save time and money.
Integration of hunter and Zoho Expense is quite simple as both the applications are made by the same company. This integration is done using a REST API.
The integration invpves:
Integrating hunter and Zoho Expense. It invpves integrating hunter and Zoho Expense and exposing certain APIs. The APIs can be accessed using any HTTP client like Postman or curl. Creating a trigger. Creation of a trigger invpves creating a trigger in hunter which gets fired when a new entry is created. The trigger then calls a function in Zoho Expense. Exposing the trigger. After creating the trigger, it needs to be exposed so that it can be invoked from outside using HTTP requests. Creating a webhook. This step invpves creating a webhook in hunter which gets triggered whenever a new entry is created or an existing entry is edited or deleted. The webhook then invokes a corresponding function in Zoho Expense. Attaching the webhook. When attaching the webhook, we need to specify which event we want to get notified about. This means we need to specify which types of events we want to notify our application about. In this case, we need to specify which event is fired when a new entry is created, edited or deleted as these are the events that we need to track. Setting up the integration. After attaching the webhook, you need to configure your environment settings as well as your authorization details before setting up the integration. Adding a trigger. Adding a webhook requires creating a trigger in hunter. It will check whether a new entry has been created or an existing entry has been modified or deleted and will fire a corresponding event in hunter which is configured as a webhook. You can add this trigger through the “Add Trigger” option in hunter’s “Triggers” screen. Inserting an index. In order to use the integration, you need to create an index using your Zoho Expense ID and Password credentials. You will have to use /api/v1/indexes/<id> with <id> being replaced by your credentials for accessing Zoho Expense indexes with HTTP requests. Adding a webhook. To use this integration, you need to create a webhook using your hunter credentials by going to your hunter account’s profile page and clicking on “Webhooks” button under “Integrations” tab. You will then be able to create your webhook by filling out fields like the name of your webhook, type of event (in this case it should be “Entry Created”), URL (where you want to send the request. and callbacks (listening URLs. You can then save this webhook by clicking on “Save” button present on top right corner of this page. Accessing the data. Once you have added your webhook, you can access your data by making HTTP requests with appropriate parameters like “verb”, “method” (GET/POST), “content-type” (application/json), “header” (key=value pairs), etc. You can perform these actions using Postman or curl tops which are freely available online. Create an invoice. To create an invoice, you need to use /api/v1/invoices/<id> with <id> being replaced by your credentials for accessing Zoho Expense invoices with HTTP requests
Integration of hunter and Zoho Expense allows users to see their expense data right next to their expense entries in hunter thereby allowing them to make better decisions regarding how much they are spending on what.
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