Zoho Expense + Zoho Desk Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Expense and Zoho Desk
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
Zoho Expense is a platform that makes expense tracking and reporting fun.
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.
Zoho Desk IntegrationsLooking for the Zoho Desk Alternatives? Here is the list of top Zoho Desk Alternatives
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Zendesk
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Freshdesk
Best ways to Integrate Zoho Expense + Zoho Desk
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Zoho Expense + Zoho Desk
Create Ticket to Zoho Desk from New Organization in Zoho Expense Read More...When this happens...
New Organization
Then do this...
Create Ticket
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Zoho Expense + Zoho Desk
Update Ticket in Zoho Desk when New Organization is created in Zoho Expense Read More...When this happens...
New Organization
Then do this...
Update Ticket
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Zoho Expense + Zoho Desk
Update Contact in Zoho Desk when New Organization is created in Zoho Expense Read More...When this happens...
New Organization
Then do this...
Update Contact
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Zoho Expense + Zoho Desk
Create Customer to Zoho Desk from New Organization in Zoho Expense Read More...When this happens...
New Organization
Then do this...
Create Customer
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Zoho Expense + Zoho Desk
Create Account to Zoho Desk from New Organization in Zoho Expense Read More...When this happens...
New Organization
Then do this...
Create Account
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoho Expense + Zoho Desk without coding knowledge. Start creating your own business flow.
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New Customer
Triggers when a new customer is created.
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New Expense
Triggers when a new expense is created.
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New Organization
Triggers when a new organization is created.
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New Project
Triggers when a new project is created.
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New Trip
Triggers when a new trip is created.
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New Contact
Triggers when new contact is created.
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New Ticket
Trigger when new ticket comes.
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Updated Ticket
Trigger when updated ticket comes.
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Assign a role to user
Assign a role to user.
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Create User
Create a new user.
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Delete User
Delete an existing user.
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Make an user active
Make an user active
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Make an user inactive
Make an user inactive.
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Create Account
Create an Account
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Create Customer
Creates a customer.
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Create Ticket
Creates a Ticket.
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Create Ticket Comment
Add comment on a ticket.
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Update Contact
Update a contact.
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Update Ticket
Updates an existing ticket.
How Zoho Expense & Zoho Desk Integrations Work
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Step 1: Choose Zoho Expense as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho Desk as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Expense to Zoho Desk.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Expense and Zoho Desk
Zoho is a software company founded in the year 1996 by Sridhar Vembu, Sanjeev Bikhchandani, and Raju Vegesna. It is headquartered at Chennai, India. It offers cloud computing services like Customer Relationship Management (CRM), Customer Service Software (CSS), Enterprise Resource Planning (ERP), Business Intelligence (BI), Mobile Applications & Services (MAS), Digital Marketing, Hosting, and Web Conferencing.
The company introduced its first product called Zoho Writer in the year 1996. It was an email client written using Visual Basic. The product was later renamed as Zoho Mail. By 2004, it had integrated with other products like Zoho Docs, Zoho Meeting, and Zoho ShowTime. Since then, the company has been expanding its portfpio to include more than 50 different products.
Zoho Expense is an online expense tracking software that lets people track their business expenses. It is one of the most popular cloud-based software used by businesses of all sizes to manage their onboarding, billing, and invoicing process. With the help of this software, users can track their expenditures and generate reports of these expenses on the fly. Zoho Expense uses the popular Salesforce API to integrate with different applications for better management of business data.
- Integration of Zoho Expense with Zoho Desk
Integrating Zoho Desk with Zoho Expense helps companies to manage their customer support effectively. Users can easily connect both products via Zapier or Salesforce API to share data across products. For instance, if a user sends an email to the support team of a particular business, they can quickly create a case in Zoho Desk based on the email body. They can also attach the receipts of any charges mentioned in the email. The support team can respond to the same email thread using Zoho Desk to create a ticket with all the details mentioned above.
Benefits of Integration of Zoho Expense and Zoho Desk
Using both products together will enable your organization to gain more visibility into their daily operations. You can easily track all your internal business data from one single dashboard. Moreover, you can also integrate Zoho Desk with other products like Zoho Campaigns, Zoho Recruit, etc., to automate your marketing process completely.
Conclusion
By integrating Zoho Desk with Zoho Expense, you can gain complete visibility into your organization’s operational data without any hassles.
The process to integrate Zoho Expense and Zoho Desk 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.
