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Zoho Books + Expensify Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Expensify

About Zoho Books

Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.

About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

Expensify Integrations

Best Zoho Books and Expensify Integrations

  • Zoho Books MailChimp

    Zoho Books + MailChimp

    Add New Zoho Books Contacts to a List on MailChimp Read More...
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Set up this Zoho Books – MailChimp integration and we will help you grow your MailChimp customer list more efficiently than ever before. After setting this integration up, Appy Pie connect will add a new contact in a MailChimp list for every new contact in Zoho Books. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How this Zoho Books - MailChimp integration works
    • A new contact is added in Zoho Books
    • Appy Pie Connect automatically adds them as new subscribers in MailChimp.
    What You Need
    • A Zoho Books account
    • A MailChimp List
  • Zoho Books Slack

    Zoho Books + Slack

    Post direct messages to a Slack channel with new invoices from Zoho Books Read More...
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    Slack Send Direct Message
    Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this Zoho Books - Slack integration works
    • A new Invoice is created in your Zoho Books
    • Appy Pie Connect automatically sends a direct message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • Zoho Books Slack

    Zoho Books + Slack

    Send Slack message for new invoices in Zoho Books Read More...
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    Slack Send Channel Message
    Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this Zoho Books - Slack integration works
    • A new Invoice is created in your Zoho Books
    • Appy Pie Connect automatically sends a message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • Zoho Books Google Sheets

    Zoho Books + Google Sheets

    Create Google Sheets rows for new Zoho Books contacts Read More...
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Customer data is more likely to be fruitful when it is well-organized. Use this integration and we will keep your Zoho Books customer data in an organized manner. After setting this integration up, whenever a new contact is added to your customer database on Zoho Books, Appy Pie Connect will automatically capture it, adding the details to a new row on Google Sheets.
    How this Zoho Books - Google Sheets integration works
    • A new contact is added in your Zoho Books account
    • Appy Pie Connect automatically adds a new row to Google Sheets
    What is needed for this integration
    • A Zoho Books account
    • A Google account
  • Zoho Books Zoho Books

    Google Sheets + Zoho Books

    Make Zoho Books Contacts from new rows on Google Sheets Read More...
    When this happens...
    Zoho Books New Spreadsheet Row
     
    Then do this...
    Zoho Books Create Contact
    Keeping a flawless record of your Zoho Books contacts can help you eliminate the risk of errors while processing the payment. With this integration, you eradicate the risk of mistakes and omissions involved in the manual transfer. After setting this integration up, Appy Pie Connect will create new Zoho Books contact for every new row added to Google Sheets, saving time and efforts by reducing the manual work involved in the process.
    How It Works
    • A new row is added on Google Sheets
    • Appy Pie Connect automatically adds a Zoho Books contact
    What Is Needed For This Integration
    • A Google account with access to Google Sheets
    • A Zoho Books account
  • Zoho Books Zoho Books

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Zoho Books {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Zoho Books + Expensify in easier way

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

    Actions
  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

How Zoho Books & Expensify Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho Books with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Expensify as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Expensify with Appy Pie Connect.

    (2 minutes)

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

Integration of Zoho Books and Expensify

Zoho Books?

Zoho Books is an online accounting software used by business owners to track income and expenses. It has been developed by Zoho Corporation. There are certain features of this software which make it a popular choice for small businesses in the United States. The most important feature of this software is that it can be easily integrated with an existing accounting software of a business owner or it can also be used as a standalone accounting software.

Features:

Zoho Books comprises of a number of features which make it popular among its users. Some of the features that make this software stand out from the crowd are:

Simple Interface. Zoho Books has been designed in such a way that it is very simple to use. A person who is having no idea about accounting or accounting software can also use this software without any problem. Simple reports and charts are available in this software which make it easy for a person to understand his business’s financial status.

Zoho Books has been designed in such a way that it is very simple to use. A person who is having no idea about accounting or accounting software can also use this software without any problem. Simple reports and charts are available in this software which make it easy for a person to understand his business’s financial status. Integration. This software can be integrated with the other software of Zoho corporation like Writer, Sheet, Show, etc. This helps a business owner to keep all of his data in one place rather than keeping them separate in different applications. It makes it easier for a business owner to track his expenses and revenues.

This software can be integrated with the other software of Zoho corporation like Writer, Sheet, Show, etc. This helps a business owner to keep all of his data in one place rather than keeping them separate in different applications. It makes it easier for a business owner to track his expenses and revenues. Reporting and Charting. Reports and charts have been provided which show the financial status of a business on monthly, quarterly, and annual basis. These reports also indicate whether the business is making profit or loss on monthly, quarterly, and annual basis. These reports can help a business owner to take wise decisions regarding his business. For instance, if he sees that his business is making loss then he can cut down on unnecessary expenses and work hard to increase his revenue.

Reports and charts have been provided which show the financial status of a business on monthly, quarterly, and annual basis. These reports also indicate whether the business is making profit or loss on monthly, quarterly, and annual basis. These reports can help a business owner to take wise decisions regarding his business. For instance, if he sees that his business is making loss then he can cut down on unnecessary expenses and work hard to increase his revenue. Project Management. Project management is another feature of Zoho Books which helps to keep track of various projects that are going on at one time in a business. In Zoho Books, there is a separate tab provided for each project where the data related to that project is stored. For instance, if you are working on three different projects then you will have three different tabs in Zoho Books where all of your project-related data will be stored.

Project management is another feature of Zoho Books which helps to keep track of various projects that are going on at one time in a business. In Zoho Books, there is a separate tab provided for each project where the data related to that project is stored. For instance, if you are working on three different projects then you will have three different tabs in Zoho Books where all of your project-related data will be stored. Customer Relationship Management. This software allows a business owner to keep track of all his customers in one place instead of getting lost in multiple spreadsheets or documents. It also gives the opportunity to send customized emails and newsletters to them.

This software allows a business owner to keep track of all his customers in one place instead of getting lost in multiple spreadsheets or documents. It also gives the opportunity to send customized emails and newsletters to them. Invoicing. Invoices can be created using this software with many customization options available to choose from which helps in creating professional invoices even for newbies.

Invoices can be created using this software with many customization options available to choose from which helps in creating professional invoices even for newbies. RFQ (Request For Quote). RFQ feature provides an opportunity to create an RFQ document where business owner can mention what he wants from the supplier and the supplier can quote him accordingly. This feature helps in maintaining good relationship with suppliers where both parties have mutual benefits from each other.

RFQ feature provides an opportunity to create an RFQ document where business owner can mention what he wants from the supplier and the supplier can quote him accordingly. This feature helps in maintaining good relationship with suppliers where both parties have mutual benefits from each other. Customization. Customization option allows a business owner to create his own templates for various purposes for example invoice template, sales order template etc., He can customize these templates according to his requirements which make things easier for him when he wants to create similar kind of documents again and again.

Customization option allows a business owner to create his own templates for various purposes for example invoice template, sales order template etc., He can customize these templates according to his requirements which make things easier for him when he wants to create similar kind of documents again and again. Support. The support team of this software is quite responsive and they respond within 24 hours to any queries raised by their customers. They are available through email as well as telephone call facility. They are helpful in spving issues raised by their customers at all times.

The support team of this software is quite responsive and they respond within 24 hours to any queries raised by their customers. They are available through email as well as telephone call facility. They are helpful in spving issues raised by their customers at all times. Cplaboration. Cplaboration feature allows people associated with one business or organization to share information with each other easily without any difficulty thus improving productivity of employees working under them thereby giving better results at work. For instance, if there are two executives working together on some project then they can share information related to their respective fields without any difficulty thereby saving time as well as effort of the two people while working together on that particular project thereby making their work easier and helping them achieve better results at work.

Cplaboration feature allows people associated with one business or organization to share information with each other easily without any difficulty thus improving productivity of employees working under them thereby giving better results at work. For instance, if there are two executives working together on some project then they can share information related to their respective fields without any difficulty thereby saving time as well as effort of the two people while working together on that particular project thereby making their work easier and helping them achieve better results at work. Invoice Discounting. With this feature, you only pay 20% upfront on invoice amount; balance 80% payment is paid after 30 days automatically through Credit Card / Debit Card / Bank Account etc., You can choose your own terms as per your need & company ppicy like 10%, 15%, 20%, 25%, 30% etc., You just need to pay 5% extra for early payment discount which means you will get 85% discount on total invoice amount; Balance payment will be paid automatically after 30 days through Credit Card / Debit Card / Bank Account etc., You just need to pay 5% extra for early payment discount which means you will get 90% discount on total invoice amount; Balance payment will be paid automatically after 60 days through Credit Card / Debit Card / Bank Account etc., You just need to pay 5% extra for early payment discount which means you will get 95% discount on total invoice amount; Balance payment will be paid automatically after 90 days through Credit Card / Debit Card / Bank Account etc., You just need to pay 5% extra for early payment discount which means you will get 100% discount on total invoice amount;

The process to integrate Zoho Books and Expensify 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.