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Zoho Cliq + Zoho Expense Integrations

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

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

Zoho Cliq is a team communication software that makes team communication simple with instant messaging, audio, video calls.

About Zoho Expense

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

Zoho Expense Integrations

Best ways to Integrate Zoho Cliq + Zoho Expense

  • Zoho Cliq Zoho Expense

    Zoho Cliq + Zoho Expense

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

    Zoho Cliq + Zoho Expense

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

    Zoho Cliq + Zoho Expense

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

    Zoho Cliq + Zoho Expense

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

    Zoho Cliq + Zoho Expense

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

    Zoho Cliq + {{item.actionAppName}}

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

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

    Triggers
  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat 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
  • Broadcast a Bot Message

    Send a message to all subscribers of the bot.

  • Send Channel Message

    Send message to a channel in which you have joined.

  • Send Direct Message

    Send a direct message to a contact or an user in your Organization.

  • 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 Cliq & Zoho Expense Integrations Work

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

    (2 minutes)

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

Integration of Zoho Cliq and Zoho Expense

Zoho Cliq and Zoho Expense are applications that are used for business purposes. These applications are very useful in fplowing areas:

  • Zoho Cliq allows the user to have a company website with an online store, use of social media, create documents, communicate via chat, make calls, create presentations, etc.
  • Zoho Expense helps the user to manage his/her business transactions, including maintaining records of expenses, fuel consumption, travel expenditures, etc.
  • Zoho Invoice helps the user to manage his/her invoices by creating them in word or PDF format. It also allows the user to send invoices via email or text message. It is possible to set up reminders to bill customers for outstanding amounts.

Integration of Zoho Cliq and Zoho Expense

Zoho Cliq and Zoho Expense can be integrated by using the fplowing steps:

Step 1. Create a Zoho account on Zoho Cliq and Zoho Expense

Step 2. Go to Zoho Cliq and then click on Settings, fplowed by Integrations. Here you will get a list of integrations that can be done with Zoho Cliq. Click on “Zoho Expense” and fill out the required fields of integration, such as Invoice field and Purchase Order field. You can also choose whether or not to save this information in Zoho Expense and if yes, what information it should save.

Step 3. When this is done, you need to add the Zoho Expense integration to your invoices. Do it by going back to Settings and then Integrations and then add the invoice that you want to add the integration to. Then, click on Add Integration and select Zoho Expense from the list of integrations. Note that while you add the integration to your invoice, you will get a new field called “Zoho Expense Invoice Number” and you need to fill it with your order number (which is already given in your order. You can also add this information in case your order number changes. This way you can always have a single place where all your orders are listed.

Benefits of Integration of Zoho Cliq and Zoho Expense

Integration of these two applications has many benefits for the user, such as:

  • There is no need for any other software for managing your invoices or expenses. You can do it all in one place with one app. For example, there won’t be any need for a separate app for expenses if you use Zoho Expense.
  • One app is good enough for both invoicing and expense management. This makes it easier for the user to maintain his/her data instead of using different apps for different purposes. For example, if you use Zoho Invoice, you will not be able to neatly organize your invoices if they are stored in a different app from your expenses. In this case, you will have to switch between apps in order to find the one that contains the data that you need at a given moment.
  • It is possible to add a reminder when an invoice is about due so that you do not forget to give it to your client before it is overdue.

The process to integrate Zoho Cliq 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.