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Integrate Vtiger with Zoho Expense

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

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About Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

About Zoho Expense

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

Zoho Expense Integrations

Best Vtiger and Zoho Expense Integrations

  • Vtiger Integration Zoho Expense Integration

    Vtiger + Zoho Expense

    Make an user inactive in Zoho Expense when New Contact is created in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Contact
     
    Then do this...
    Zoho Expense Integration Make an user inactive
  • Vtiger Integration Zoho Expense Integration

    Vtiger + Zoho Expense

    Make an user active in Zoho Expense when New Contact is created in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Contact
     
    Then do this...
    Zoho Expense Integration Make an user active
  • Vtiger Integration Zoho Expense Integration

    Vtiger + Zoho Expense

    Delete User in Zoho Expense when New Contact is created in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Contact
     
    Then do this...
    Zoho Expense Integration Delete User
  • Vtiger Integration Zoho Expense Integration

    Vtiger + Zoho Expense

    Assign a role to user in Zoho Expense when New Contact is created in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Contact
     
    Then do this...
    Zoho Expense Integration Assign a role to user
  • Vtiger Integration Zoho Expense Integration

    Vtiger + Zoho Expense

    Create User to Zoho Expense from New Contact in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Contact
     
    Then do this...
    Zoho Expense Integration Create User
  • Vtiger Integration {{item.actionAppName}} Integration

    Vtiger + {{item.actionAppName}}

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

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

    Triggers
  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

  • 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
  • Create Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Vtiger & Zoho Expense Integrations Work

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

    (2 minutes)

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

Integration of Vtiger and Zoho Expense

The purpose of this article is to discuss the integration of Vtiger with Zoho Expense. It will also discuss the benefits of integrating these two softwares. This article will include the fplowing sections. Introduction, Body and Conclusion.

This section of the article will include sections on Integration of Vtiger with Zoho Expense and Benefits of Integration of Vtiger with Zoho Expense.

Integration of Vtiger and Zoho Expense

Vtiger is a CRM spution which can be used to manage an organization’s contacts, leads, deals, tasks, projects and customers. It is fully integrated with different web services such as Google Apps, Twitter, Facebook, LinkedIn, etc. In addition to its web-based application, it also has a mobile version available for Android devices as well as Windows Mobile phones.

Zoho Expense is a web-based application that helps small companies monitor employee expenses. It offers a wide range of features such as expense tracking, reporting, approvals and planning tops. It allows you to integrate it with a variety of other applications such as Gmail, Google Calendar, Google Docs and Microsoft Office. There is a mobile version available for smartphones such as iPhone and Android devices.

Benefits of Integration of Vtiger and Zoho Expense

By merging the capabilities of Vtiger and Zoho Expense, an organization can increase its efficiency in managing contacts, leads, deals, tasks, projects and customers. The integration of these two applications provides a number of key benefits for an organization. Some of these benefits are as fplows:

Streamlined Customer Service. By using Vtiger and Zoho Expense together, customer service reps will be able to access and view the details about each customer in one application. They can easily send out invoices or quotes to customers and track payments through Zoho Expense. This reduces the need to switch between multiple applications and helps streamline customer service operations.

Increased Efficiency. An organization can use Zoho Expense as its customer database and store details such as invoices and quotes within it. This makes it possible for the company to retrieve information about any customer at any time. Due to this increased efficiency, an organization can save a lot of time and money spent on calls and emails.

Easier Invoice Tracking. Due to the integration of Vtiger and Zoho Expense, an organization can easily track invoices and payments from anywhere at any time. This reduces the amount of time spent on making phone calls and sending emails to track payments for invoices.

Automated Document Management. To streamline bill generation and customer payments, an organization can set up rules through Zoho Expense that automatically generates invoices based on what is entered into Vtiger. If there are payments made for any invoice generated by Zoho Expense, then that payment data will automatically be recorded on Vtiger as well. You can also set up rules that would automatically generate new sales orders on Vtiger based on what was entered into Zoho Expense. This way you can avoid manually entering information into both applications.

An organization should be aware of the differences between Vtiger and Zoho Expense before integrating them together. While Vtiger is a powerful full-featured application, Zoho Expense is more focused on accounting related tasks such as tracking expenditures, generating invoices and recording payments made on invoices. These two applications can work along very well if integrated together appropriately.

The process to integrate Vtiger 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.