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
10 Million man hours saved
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 IntegrationsBest ways to Integrate Zoho Cliq + Zoho Expense
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Zoho Cliq + Zoho Expense
Make an user inactive in Zoho Expense when New Chat is created in Zoho Cliq Read More...When this happens...
New Chat
Then do this...
Make an user inactive
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Zoho Cliq + Zoho Expense
Make an user active in Zoho Expense when New Chat is created in Zoho Cliq Read More...When this happens...
New Chat
Then do this...
Make an user active
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Zoho Cliq + Zoho Expense
Delete User in Zoho Expense when New Chat is created in Zoho Cliq Read More...When this happens...
New Chat
Then do this...
Delete User
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Zoho Cliq + Zoho Expense
Assign a role to user in Zoho Expense when New Chat is created in Zoho Cliq Read More...When this happens...
New Chat
Then do this...
Assign a role to user
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When this happens...
New Chat
Then do this...
Create User
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoho Cliq + Zoho Expense without coding knowledge. Start creating your own business flow.
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New Channel
Triggers when a new Channel is created.
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New Chat
Triggers when a new chat is created.
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New Customer
Triggers when a new customer is created.
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New Expense
Triggers when a new expense is created.
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New Organization
Triggers when a new organization is created.
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New Project
Triggers when a new project is created.
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New Trip
Triggers when a new trip is created.
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Broadcast a Bot Message
Send a message to all subscribers of the bot.
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Send Channel Message
Send message to a channel in which you have joined.
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Send Direct Message
Send a direct message to a contact or an user in your Organization.
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Assign a role to user
Assign a role to user.
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Create User
Create a new user.
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Delete User
Delete an existing user.
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Make an user active
Make an user active
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Make an user inactive
Make an user inactive.
How Zoho Cliq & Zoho Expense Integrations Work
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Step 1: Choose Zoho Cliq as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho Expense as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Cliq to Zoho Expense.
(2 minutes)
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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.
