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Zoho Expense + Apptivo Integrations

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

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

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

About Apptivo

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 Integrations

Best ways to Integrate Zoho Expense + Apptivo

  • Zoho Expense Apptivo

    Zoho Expense + Apptivo

    Add Employee in apptivo when New Organization is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Apptivo Add Employee
  • Zoho Expense Apptivo

    Zoho Expense + Apptivo

    Create Lead to apptivo from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Apptivo Create Lead
  • Zoho Expense Apptivo

    Zoho Expense + Apptivo

    Create Opportunity to apptivo from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Apptivo Create Opportunity
  • Zoho Expense Apptivo

    Zoho Expense + Apptivo

    Create Case to apptivo from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Apptivo Create Case
  • Zoho Expense Apptivo

    Zoho Expense + Apptivo

    Create Contact to apptivo from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Apptivo Create Contact
  • 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 + Apptivo in easier way

It's easy to connect Zoho Expense + Apptivo 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 Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    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.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Zoho Expense & Apptivo 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 Apptivo 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 Apptivo.

    (2 minutes)

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

Integration of Zoho Expense and Apptivo

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.

Integration of Zoho Expense and Apptivo

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.

Benefits of Integration of Zoho Expense and Apptivo

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.