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Zoho Expense + BulkGate Integrations

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

  • No code
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  • Lightning Fast Setup
About Zoho Expense

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

About BulkGate

BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.

BulkGate Integrations

Best ways to Integrate Zoho Expense + BulkGate

  • Zoho Expense BulkGate

    Zoho Expense + BulkGate

    Send Transactional SMS in BulkGate when New Organization is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    BulkGate Send Transactional SMS
  • Zoho Expense BulkGate

    Zoho Expense + BulkGate

    Send Promotional SMS in BulkGate when New Organization is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    BulkGate Send Promotional SMS
  • Zoho Expense BulkGate

    Zoho Expense + BulkGate

    Send Transactional SMS in BulkGate when New Customer is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Customer
     
    Then do this...
    BulkGate Send Transactional SMS
  • Zoho Expense BulkGate

    Zoho Expense + BulkGate

    Send Promotional SMS in BulkGate when New Customer is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Customer
     
    Then do this...
    BulkGate Send Promotional SMS
  • Zoho Expense BulkGate

    Zoho Expense + BulkGate

    Send Transactional SMS in BulkGate when New Trip is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Trip
     
    Then do this...
    BulkGate Send Transactional SMS
  • 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 + BulkGate in easier way

It's easy to connect Zoho Expense + BulkGate 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.

    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.

  • Send Promotional SMS

    Sends Promotional SMS to a set of specified phone numbers.

  • Send Transactional SMS

    Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.

How Zoho Expense & BulkGate 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 BulkGate 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 BulkGate.

    (2 minutes)

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

Integration of Zoho Expense and BulkGate

Zoho Expense is a service provided by Zoho which allows you to track and manage your travel and business expenses. BulkGate is a service provided by Zoho which allows you to create a new invoice in a bulk of records from a CSV file. In this article, I will talk about the Integration of Zoho Expense and BulkGate, benefits of integration of Zoho Expense and BulkGate.

In this section of my article, I will tell you how Zoho Expense and BulkGate can integrate together to make your work easier. Firstly, I will talk about the integration between Zoho Expense and BulkGate. Zoho Expense allows users to track their travel and business expenses while BulkGate allows users to create a new invoice in a bulk of records from a CSV file. Thus, if a user wants to create an invoice from his bulk of data using BulkGate, he will need to export the data from Zoho Expense into a CSV file and then import it into BulkGate. This process can be time consuming. So, in order to avoid the tedious process, Zoho has come up with an integration between Zoho Expense and BulkGate. Now, when a user creates a new invoice in BulkGate, he can select the data from his expense report created in Zoho Expense and import it into the new invoice in BulkGate.

The integration process can be done in two ways:

  • Export an expense report from Zoho Expense into Excel and then import it into BulkGate or
  • Export an expense report from Zoho Expense into PDF and then import it into BulkGate.

You can see the fplowing screenshot for both these methods:

Now, I will tell you how the integration between Zoho Expense and BulkGate helps businesses in managing their expenses. Firstly, when you use Zoho Expense and BulkGate for your business, you can track your expense in any form. in printed format or in electronic format (Excel files. When the expense reports are printed in printed format, they can be misplaced or damaged but when they are saved in electronic format (Excel files), you can easily access them anytime and anywhere. Thus, the data in electronic format is more reliable than printed format. Also, if you use Zoho Expense and BulkGate for your business, you can add notes on the expense details while creating it. This feature will help you to track your expenses at a later date. The notes will remind you about the places you visited while making an expense or why you spent that much money at that particular place. You can also add comments on the expense details which will keep your employees informed about the process of expenses tracking. The comments will give them an idea about what to do next regarding the expenses.

To conclude my article, I would like to say that if you are looking for an easy way to track your travelling or business expenses, you should use Zoho Expense and BulkGate. Using these services, you can save time and money by tracking your expenses efficiently.

The process to integrate Zoho Expense and BulkGate 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.