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OnceHub + Zoho Expense Integrations

Appy Pie Connect allows you to automate multiple workflows between OnceHub and Zoho Expense

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

OnceHub is an end-to-end scheduling solution that makes it simple for businesses to interact with prospects and customers at every stage of the customer lifecycle.

About Zoho Expense

Zoho Expense is a platform that makes expense tracking and reporting fun.

Zoho Expense Integrations

Best ways to Integrate OnceHub + Zoho Expense

  • OnceHub Zoho Expense

    OnceHub + Zoho Expense

    Make an user inactive in Zoho Expense when Scheduled Booking is added to OnceHub Read More...
    Close
    When this happens...
    OnceHub Scheduled Booking
     
    Then do this...
    Zoho Expense Make an user inactive
  • OnceHub Zoho Expense

    OnceHub + Zoho Expense

    Make an user active in Zoho Expense when Scheduled Booking is added to OnceHub Read More...
    Close
    When this happens...
    OnceHub Scheduled Booking
     
    Then do this...
    Zoho Expense Make an user active
  • OnceHub Zoho Expense

    OnceHub + Zoho Expense

    Delete User in Zoho Expense when Scheduled Booking is added to OnceHub Read More...
    Close
    When this happens...
    OnceHub Scheduled Booking
     
    Then do this...
    Zoho Expense Delete User
  • OnceHub Zoho Expense

    OnceHub + Zoho Expense

    Assign a role to user in Zoho Expense when Scheduled Booking is added to OnceHub Read More...
    Close
    When this happens...
    OnceHub Scheduled Booking
     
    Then do this...
    Zoho Expense Assign a role to user
  • OnceHub Zoho Expense

    OnceHub + Zoho Expense

    Create User from Zoho Expense from Scheduled Booking to OnceHub Read More...
    Close
    When this happens...
    OnceHub Scheduled Booking
     
    Then do this...
    Zoho Expense Create User
  • OnceHub {{item.actionAppName}}

    OnceHub + {{item.actionAppName}}

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

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

    Triggers
  • Booking Lifecycle Event

    Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.

  • Canceled Booking

    Triggers when a booking is canceled.

  • Completed Booking

    Triggers when a booking is completed.

  • No Show Booking

    Triggers when the status of a booking is changed to No-show.

  • Rescheduled Booking

    Triggers when a booking is rescheduled.

  • Scheduled Booking

    Triggers when a new booking is scheduled.

  • New Customer

    Triggers when a new customer is created.

  • New Expense

    Triggers when a new expense is created.

  • New Organization

    Triggers when a new organization is created.

  • New Project

    Triggers when a new project is created.

  • New Trip

    Triggers when a new trip is created.

    Actions
  • Assign a role to user

    Assign a role to user.

  • Create User

    Create a new user.

  • Delete User

    Delete an existing user.

  • Make an user active

    Make an user active

  • Make an user inactive

    Make an user inactive.

How OnceHub & Zoho Expense Integrations Work

  1. Step 1: Choose OnceHub 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 Expense 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 OnceHub to Zoho Expense.

    (2 minutes)

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

Integration of OnceHub and Zoho Expense

Let’s start with the introduction. OnceHub?

OnceHub is an expense management software that integrates into your existing Zoho Expense account. OnceHub automatically categorizes your receipts by comparing them with already existing Zoho Expense records of similar transactions. It automatically reconciles your travel, general business and personal expenses.

It also helps you categorize your expenses more accurately by providing visual insights on the different categories.

The app provides access to all your expenses through a single dashboard. It allows you to track your business expenditures on the go.

Body

Let’s move on to the body of the article. How does OnceHub integrate with Zoho Expense?

OnceHub facilitates the exchange of data between itself and Zoho Expense using APIs (Application Programming Interface. This means the two apps do not share data in any other way than what is described in their interoperability specifications.

OnceHub uses the fplowing APIs:

Zoho Expenses API. OnceHub consumes this API to fetch details of existing Zoho Expense records for comparison with receipts. The transactions to be compared are identified using the Transaction ID (TID. and Date (DT. fields in the receipts uploaded by the user. OnceHub also consumes this API to create new Zoho Expense records for every receipt that has been matched to an existing record.

Zoho Books API. OnceHub can consume this API to create and update financial records in Zoho Books. The transactions in Zoho Books are identified using the Document Type (DT. and Document Number (DN. fields in the receipts uploaded by the user. OnceHub can also use this API to download data from Zoho Books in various formats such as XLS, CSV, and PDF.

Zoho Reports API. OnceHub can consume this API to generate reports from the data stored in Zoho Expense and Zoho Books. The reports can be created in various formats such as XLS, CSV, and PDF.

Zoho Writer API. OnceHub uses this API to create a document from a template provided by a user. The template is a string or a complex JSON object which can be sent via a POST request to OnceHub’s endpoint. OnceHub will process the template and return a populated document in its response. The document returned by OnceHub can then be saved locally or sent to the cloud using another API call.

Zoho Notebook App. OnceHub uses this app to get a template for creating a Todo list from a user. The template is a string or a complex JSON object which can be sent via a POST request to OnceHub’s endpoint. OnceHub will process the template and return a populated Todo list in its response. The Todo list returned by OnceHub can then be saved locally or sent to the cloud using another API call.

Zoho Machine Learning. OnceHub uses this app for generating custom analytics based on the data present in Zoho Expense and Zoho Books. This app uses machine learning algorithms to predict trends in the user’s expenditures. This prediction is then used to automate certain aspects of expense management such as bill payments, credit card payments, cash withdrawals from ATM machines, etc. These automated actions are performed by integrating with services supported by OnceHub such as Paypal, Stripe, etc.

Conclusion

The process to integrate OnceHub 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.