Connect Zoho Expense and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Expense
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Zoho Expense and BoardCRM
Enable Integrations or automations with these events of Zoho Expense and BoardCRM
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 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.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Zoho Expense and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Expense triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Zoho Expense data is recorded in BoardCRM. This includes choosing which data fields go into which fields of BoardCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Expense and BoardCRM 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 BoardCRM. 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 BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
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