Connect Zoho Expense and ActiveCampaign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Expense
Choose an Action
Automatically do this!
Find a User
Find a Deal Task
Find a Deal
Find a Contact
Create Contact
Create an Account
Create or Update a Deal
Update a Deal
Find all Campaigns
Find a Campaign
Add or Remove Tag From Contact
Find a Account
Add Secondary Contact to Deal
Update Account
Add a Contact to Account
Update Contact
Ready to use Zoho Expense and ActiveCampaign automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Updated Contact
Triggers when an existing contact details are updated.
New Deal Task
Triggers when a new deal task is added.
New Deal Note
Triggers when a new deal note is created.
New Contact Added to List
Triggers when a new contact is added to the list.
New Campaign Open
Triggers when a contact opens a campaign (will trigger once per contact per campaign).
New Campaign Starts Sending
Triggers when a new campaign starts sending.
Do thisActions
Action is the task that follows automatically within your Zoho Expense integrations.
Create Currency
Add a new currency to Zoho Expense by providing its ISO code, display format, name, symbol, and decimal precision.
Create a Trip
Creates a trip record in Zoho Expense with destination, attendees, budget, currency, and travel preferences.
Create User
Creates a new user in Zoho Expense account.
Create Tax
Add a tax to Zoho Expense with name, percentage, tax type, value‑added flag, and tax authority.
Update Tax
Update an existing tax in Zoho Expense by tax ID — modify its name, percentage, type, authority, and value-added status for the organization.
Create Expense Categories
Create a new expense category with optional GL code, description, maximum and receipt limits, and a flat amount.
Know More About ZohoExpense and Activecampaign Integrations
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Frequently Asked Questions
To start, connect both your Zoho Expense and ActiveCampaign accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Expense triggers actions in ActiveCampaign (or vice versa).
Absolutely. You can customize how Zoho Expense data is recorded in ActiveCampaign. This includes choosing which data fields go into which fields of ActiveCampaign, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Expense and ActiveCampaign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Expense and ActiveCampaign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho Expense
Zoho Expense simplifies business expense management by enabling users to record expenses, scan receipts, submit reports, manage approvals, and gain spending insights through a secure, efficient, and user-friendly platform.
Learn MoreAbout ActiveCampaign
ActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
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