Connect Zoho Expense and folk to Build Intelligent Automations

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Zoho Expense

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Company Added

Company Added

Triggers when a new company is created or added to a group.

Person Added

Person Added

Triggers when a new person is created or added to a group.

Company Removed

Company Removed

Triggers when a company is deleted from the workspace or removed from a group.

Company Updated

Company Updated

Triggers when a company basic field ( like name, email or URL) in a group is updated.

Person Removed

Person Removed

Triggers when a person is deleted from the workspace or removed from a group.

Person Updated

Person Updated

Triggers when a person basic field ( like first name, job title, email or URL ) in a group is updated.

Request a new Trigger for Zoho Expense

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 folk?

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

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

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

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

The data sync between Zoho Expense and folk 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 folk?

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 folk?

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

About folk

Folk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.

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