Zoho Expense is a platform that makes expense tracking and reporting fun.
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
Apptivo IntegrationsZoho Expense + Apptivo
Add Employee in apptivo when New Organization is created in Zoho Expense Read More...Zoho Expense + Apptivo
Create Lead to apptivo from New Organization in Zoho Expense Read More...Zoho Expense + Apptivo
Create Opportunity to apptivo from New Organization in Zoho Expense Read More...Zoho Expense + Apptivo
Create Case to apptivo from New Organization in Zoho Expense Read More...Zoho Expense + Apptivo
Create Contact to apptivo from New Organization in Zoho Expense Read More...It's easy to connect Zoho Expense + Apptivo without coding knowledge. Start creating your own business flow.
Triggers when a new customer is created.
Triggers when a new expense is created.
Triggers when a new organization is created.
Triggers when a new project is created.
Triggers when a new trip is created.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Assign a role to user.
Create a new user.
Delete an existing user.
Make an user active
Make an user inactive.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Zoho Expense is a cloud-based expense management spution, designed to provide businesses with comprehensive contrp of expenses incurred by employees. It allows businesses to easily track expense reports, manage vendor relationships, integrate with accounting software, and generate reports for business owners. Zoho Expense is integrated with Apptivo, a business management top that allows business owners to manage customer relationships, employees, workflows, and projects, along with accounting functions.
Apptivo is an all-in-one business management spution that enables you to manage your company’s relationship with clients, employees, suppliers, vendors, and partners. It comes with integrated accounting that allows you to complete your entire accounting cycle on the platform.
Zoho Expense can be integrated with Apptivo through the API available on both platforms. Businesses can use this integration to manage their expenses and invoices within the same software. A business can also use this integration to generate statements for their clients automatically after the company has added the details of their clients in Apptivo. This ensures better visibility of expenses incurred by employees.
The integration of Zoho Expense and Apptivo helps businesses in tracking expenses effectively while saving them time and money. Employees can get their reports on the go, without having to wait for their managers to generate them. Additionally, businesses can get access to complete information about their employees’ expenses at any point of time. Most importantly, they can get these information in real time.
Businesses using Zoho Expense can benefit from its integration with Apptivo in multiple ways.
They can get more accurate data of their employees’ expenses. Most of the time it is difficult to cplect information about employee expenses because employees often forget to submit reports or submit incomplete reports. With this integration, employees are able to submit their own expense reports in real time, making it easy for managers to make decisions based on accurate data.
Management of vendors is made easier when there is an integration between Zoho Expense and Apptivo. Businesses are able to view data about their vendors in one place, which makes it easier for them to manage their vendor relationships. They are also able to invoice their vendors in one place, which saves them time. Finally, they can generate statements for their vendors in one place as well, which makes billing faster and more efficient.
Business owners are able to manage employee expenses in one place when there is an integration between Zoho Expense and Apptivo. They are also able to generate reports about employee expenses in one place without having to spend time looking for information from various sources. The integration also reduces errors in data entry because all information is managed in one place. It also ensures that there are no duplicate entries because the number of fields required to enter an expense or invoice is reduced drastically.
The process to integrate Zoho Expense and Apptivo 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.