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Zoho Expense + Plaid Integrations

Syncing Zoho Expense with Plaid is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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.

About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations
Connect Zoho Expense + Plaid in easier way

It's easy to connect Zoho Expense + Plaid 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 Item

    Triggers when a new item 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.

  • Create payment recipient

    Create a new payment recipient

How Zoho Expense & Plaid Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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