Integrations Zoho Expense mailsoftly
Zoho Expense + mailsoftly

Connect Zoho Expense and mailsoftly to Build Intelligent Automations

Choose a Trigger

Zoho Expense

When this happens...

Choose an Action

mailsoftly

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Enable Integrations or automations with these events of Zoho Expense and mailsoftly

Enable Integrations or automations with these events of Zoho Expense and mailsoftly

Actions

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 mailsoftly?

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

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

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

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

The data sync between Zoho Expense and mailsoftly 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 mailsoftly?

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 mailsoftly?

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

About mailsoftly

Mailsoftly is a free email marketing tool designed to send personalized emails and newsletters.

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