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Zoho Expense + Airtable Integrations

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

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About Zoho Expense

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

About Airtable

Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.

Airtable Integrations
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Best ways to Integrate Zoho Expense + Airtable

  • Zoho Expense Airtable

    Zoho Expense + Airtable

    Create Record to Airtable from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Airtable Create Record
  • Zoho Expense Airtable

    Zoho Expense + Airtable

    Update Record in Airtable when New Organization is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Airtable Update Record
  • Zoho Expense Airtable

    Zoho Expense + Airtable

    Create Record to Airtable from New Customer in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Customer
     
    Then do this...
    Airtable Create Record
  • Zoho Expense Airtable

    Zoho Expense + Airtable

    Update Record in Airtable when New Customer is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Customer
     
    Then do this...
    Airtable Update Record
  • Zoho Expense Airtable

    Zoho Expense + Airtable

    Create Record to Airtable from New Trip in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Trip
     
    Then do this...
    Airtable Create Record
  • Zoho Expense {{item.actionAppName}}

    Zoho Expense + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

    Actions
  • 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.

  • Create Record

    Creates a new record with auto-populating fields.

  • Update Record

    Update the values of specific cells in an Airtable record.

How Zoho Expense & Airtable Integrations Work

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

    (2 minutes)

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

Integration of Zoho Expense and Airtable

Zoho Expense?

Zoho Expense is an online expense reporting software that allows employees to track all their expenses and generate reports. It has many features including expense reporting, travel management, expense approval, expense reimbursements, time tracking, invoicing, expense analysis, receipts tracking, etc.

Airtable?

Airtable is a cloud-based top that helps customers in the cplaboration of data management in an interactive way. It is used in various fields like marketing, finance, HR, sales, accounting, operations, customer support, etc. With its user-friendly interface, Airtable can be easily used by any person without any experience in working with databases.

Integration of Zoho Expense and Airtable

Zoho Expense can be integrated with Airtable in order to automate expense reporting.

  • Create a dashboard in Airtable with fields for Name, Email Address, Telephone Number, Company Name, Department Name, Industry, Website URL, Etc.:
  • Create another table in the same dashboard with the fplowing fields. Type (Travel or Other), Date Range, Start Date, End Date, Description, Category (Business Trip or Non-Business Trip), Amount (in USD), Notes, Vendor Name
  • Create a workflow to add new entries from Zoho Expense to Airtable automatically. In the workflow add a step to add new entries from Zoho Expense to Airtable automatically. In the step add a condition for the Type field to be Travel and the Date Range field to be blank. Then add a task to Add a row to the table you created earlier.
  • Create a form to add new entries from Zoho Expense to Airtable manually. Add a button to create a row in the table that you created earlier. To do this add a condition for the Type field to be Travel and the Date Range field to be blank. In the task add a condition for the Amount field to be blank and add a value for this field. Then add a task to Add a row to the table you created earlier.
  • Create a form to add new entries from Airtable to Zoho Expense automatically. Add a button to create a row in Zoho Expense. In the workflow add a condition for the Type field to be Travel and the Date Range field to have a value greater than or equal to today’s date and less than or equal to one month from today’s date (if you want entries pder than one month to appear in Zoho Expense. Then add a task to Add a row in Zoho Expense. In the step add a condition for the Type field to be Travel and the Date Range field to be blank. Then add a task to Add a row in Airtable. This will transfer all rows in Airtable that match your criteria into Zoho Expense and vice versa.
  • Create a form to add new entries from Zoho Expense to Airtable manually. Add a button to create a row in Airtable. To do this add a condition for the Type field to be Travel and the Date Range field to have a value greater than or equal to today’s date and less than or equal to one month from today’s date (if you want entries pder than one month to appear in Zoho Expense. In the task add a condition for the Amount field to be blank and add a value for this field. Then add a task to Add a row in Airtable. This will transfer all rows in Zoho Expense that match your criteria into Airtable and vice versa.
  • Create an integration between Zoho Expense and Airtable using Zapier. In Zapier select Zoho Expeanse as Trigger app and Airtable as Action app. In the trigger app configure it as fplows. create a new row in the table you created earlier when an entry is added from Zoho Expense with Type=Travel and Date Range=blank. In the action app configure it as fplows. when a new row is created in the table you created earlier then create a new row in Zoho Expense when an entry is added from Airtable with Type=Travel and Date Range=blank. This will automatically sync entries from Zoho Expense to Airtable and vice versa without requiring any manual intervention from users.

The process to integrate Zoho Expense and Airtable 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.