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Zoho Books + Zoho Expense Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Books

Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.

About Zoho Expense

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

Zoho Expense Integrations

Best ways to Integrate Zoho Books + Zoho Expense

  • Zoho Books Zoho Expense

    Zoho Books + Zoho Expense

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

    Zoho Books + Zoho Expense

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

    Zoho Books + Zoho Expense

    Delete User in Zoho Expense when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Zoho Expense Delete User
  • Zoho Books Zoho Expense

    Zoho Books + Zoho Expense

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

    Zoho Books + Zoho Expense

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

    Zoho Books + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order 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 Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • 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 Zoho Books & Zoho Expense Integrations Work

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

    (2 minutes)

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

Integration of Zoho Books and Zoho Expense

  • Zoho Books is a cloud based accounting software that enables small and large businesses to track their finances online. It is easy to use and it has features like invoice tracking, customer management, inventory management, reports and invoicing. It also shows you your business’s performance for the past 3 months (on the home page. and all the information is updated regularly.
  • Zoho Expense is an online expense tracking software which allows you to track your travel expense, fuel consumption, mobile expense etc. It has features like expense entering, reporting on expenses, budgeting and expense forecasts.
  • (Main points)

    Integration of Zoho Books and Zoho Expense

  • The integration of these 2 applications will allow users to create invoices with Zoho Books and then enter the expenses linked to those invoices with Zoho Expense.
  • Zoho Expense can be integrated with Zoho Books by using Web services or by importing the data from Zoho Expense to Zoho Books.
  • This integration will help companies with international operations because they can have one main system that manages the financial transactions of their business.
  • If any business wants to try out this software before buying it, Zoho offers a free trial period of 30 days.
  • Benefits of Integration of Zoho Books and Zoho Expense

  • Integration of these 2 applications will reduce the time taken to prepare accounts because now there is no need to transfer data from one application to another.
  • It will also help the business save money because it will be easier for them to manage their finances. There will be less work done by the accounts clerk/assistant.
  • I think that integrating these two applications will help small and large businesses to contrp their finances better. Also this integration will make accounting easier for them.
  • I recommend that if anyone wants to use this software they should try out the free trial before buying it fully.
  • The process to integrate Zoho Books 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.