Connect Zoho Expense and Apptivo CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Zoho Expense and Apptivo CRM
Enable Integrations or automations with these events of Zoho Expense and Apptivo CRM
Actions
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 Expense Categories
Create a new expense category with optional GL code, description, maximum and receipt limits, and a flat amount.
Create Project
Create a new project linked to a customer, set visibility and description, and optionally assign users.
Search Trip
Retrieve trip details (dates, status, itinerary, requester) by Trip ID.
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Frequently Asked Questions
To start, connect both your Zoho Expense and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Expense triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Zoho Expense data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Expense and Apptivo CRM 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 Apptivo CRM. 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.
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About Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
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