Connect Zoho Expense and DevRev to Build Intelligent Automations

Choose a Trigger

Zoho Expense

When this happens...

Choose an Action

DevRev

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Account Created

Account Created

Trigger when a new Account is created.

Timeline Entry Created

Timeline Entry Created

Trigger when a new Timeline Entry Created.

Tag Updated

Tag Updated

Trigger when a new Tag Updated.

Tag Deleted

Tag Deleted

Trigger when a Tag Deleted.

Tag Created

Tag Created

Trigger when a new Tag Created.

Rev Org Created

Rev Org Created

Trigger when a new Rev Org Created.

Do thisActions

Action is the task that follows automatically within your Zoho Expense integrations.

Create Currency

Create Currency

Add a new currency to Zoho Expense by providing its ISO code, display format, name, symbol, and decimal precision.

Create a Trip

Create a Trip

Creates a trip record in Zoho Expense with destination, attendees, budget, currency, and travel preferences.

Create User

Create User

Creates a new user in Zoho Expense account.

Create Expense Categories

Create Expense Categories

Create a new expense category with optional GL code, description, maximum and receipt limits, and a flat amount.

Create Project

Create Project

Create a new project linked to a customer, set visibility and description, and optionally assign users.

Search Trip

Search Trip

Retrieve trip details (dates, status, itinerary, requester) by Trip ID.

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Frequently Asked Questions

How do I start an integration between Zoho Expense and DevRev?

To start, connect both your Zoho Expense and DevRev accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Expense triggers actions in DevRev (or vice versa).

Can we customize how data from Zoho Expense is recorded in DevRev?

Absolutely. You can customize how Zoho Expense data is recorded in DevRev. This includes choosing which data fields go into which fields of DevRev, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Expense and DevRev?

The data sync between Zoho Expense and DevRev typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Expense to DevRev?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Expense and DevRev?

Yes, you can set conditional logic to control the flow of data between Zoho Expense and DevRev. 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.

Zoho Expense

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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DevRev

About DevRev

DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.

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