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Zoho Desk + Expensify Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho Desk and Expensify

About Zoho Desk

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

Expensify Integrations

Best ways to Integrate Zoho Desk + Expensify

  • Zoho Desk Zoho Desk

    Appy Pie App Maker + Zoho Desk

    Create a ticket on zoho desk after getting the new order on Appypie Read More...
    Close
    When this happens...
    Zoho Desk New Order
     
    Then do this...
    Zoho Desk Create Ticket
    It might be easy to selectively save Gmail attachments to Google Drive, but when you automate this process with Appy Pie Connect, it gets easier than easy. After setting up Gmail-Google Drive integration, attachments from all incoming Gmail emails will be automatically saved into your Google Drive in the original file format as they come from the sender (e.g. PDF, PNG or DOCX). So, don’t wait and try this integration now and automate repetitive tasks in your workflow. 
    How it Works
    • A new email with an attachment is received in your Gmail account
    • Appy Pie Connect copies the attachment and saves it to your Google Drive account
    What You Need
    • A Gmail account 
    • A Google Drive account
  • Zoho Desk Expensify

    Gmail + Expensify

    Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
    Close
    When this happens...
    Zoho Desk New Email
     
    Then do this...
    Expensify Create Expense Report

    If you use your Gmail account to track expenses, you probably spend a good amount of time sending them to your accounting system. Let this integration help you manage your budget in a more time-saving and effective manner. With this integration, you can automatically create a new expense in Expensify from new Gmail emails. That way, you won't have to manually transfer your team's expense data over to Expensify.

    How this integration works
    • A new email is received in Gmail inbox
    • Appy Pie Connect creates an expense in Expensify
    What You Need
    • A Gmail account
    • An Expensify account
  • Zoho Desk {{item.actionAppName}}

    Zoho Desk + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

    Actions
  • Create Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

How Zoho Desk & Expensify Integrations Work

  1. Step 1: Choose Zoho Desk 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 Expensify 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 Desk to Expensify.

    (2 minutes)

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

Integration of Zoho Desk and Expensify

Zoho Desk?

Zoho Desk is an online help desk software that assists teams to track issues, manage clients, and cplaborate on projects. It is a web-based software. It integrates with Gmail, Google Calendar, Docs, and other services for a single view of a customer and all their interactions with your company.

Expensify?

ExExpensify is an online expense tracking and management system which allows users to capture receipts and monitor their expenses, so they can file reports on time and avoid unnecessary penalties. Expensify integrates seamlessly with Zoho Desk.

Integration of Zoho Desk and Expensify

Integration of Zoho Desk and Expensify increases the productivity of employees, as it helps them to track expenses, alerts them when they approach their expense limits, and lets them know their out-of-pocket costs at tax time. It also enables to easily share data with accountants and auditors, and allows users to create templates for common expenses. Additionally, integration of Zoho Desk and Expensify saves time by eliminating the need to manually enter the same information into multiple systems.

Benefits of Integration of Zoho Desk and Expensify

Provides a single view of an organization’s customers by integrating Zoho Desk and Expensify.

Zoho Desk is an online help desk software that assists teams to track issues, manage clients, and cplaborate on projects. It is a web-based software. It integrates with Gmail, Google Calendar, Docs, and other services for a single view of a customer and all their interactions with your company. ExExpensify is an online expense tracking and management system which allows users to capture receipts and monitor their expenses, so they can file reports on time and avoid unnecessary penalties. Expensify integrates seamlessly with Zoho Desk. Integration of Zoho Desk and Expensify increases the productivity of employees, as it helps them to track expenses, alerts them when they approach their expense limits, and lets them know their out-of-pocket costs at tax time. It also enables to easily share data with accountants and auditors, and allows users to create templates for common expenses. Additionally, integration of Zoho Desk and Expensify saves time by eliminating the need to manually enter the same information into multiple systems. Provides a single view of an organization’s customers by integrating Zoho Desk and Expensify. Allows users to create templates for common expenses.

The process to integrate Zoho Desk and Expensify 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.