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Customerly + Zoho Expense Integrations

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

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

About Zoho Expense

Streamline T&E management from end to end. Zoho Expense has powerful features to handle travel and expenses, control spending, and customize and automate business tasks.

Zoho Expense Integrations
Connect Customerly + Zoho Expense in easier way

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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.

How Customerly & Zoho Expense Integrations Work

  1. Step 1: Choose Customerly as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Customerly with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Expense as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho Expense with Appy Pie Connect.

    (2 minutes)

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