Connect Zoho Expense and SafetyCulture to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Expense
Choose an Action
Automatically do this!
Find Users by Email
Create Inspection Edit Link
Create Public Inspection Report Link
Start Inspection
Start Inspection Report Export
Share Inspection
List Credential Settings
List Actions
List Feed For Groups
List Inspection Items
List Inspections
List Issue Assignees
List Issues
List Schedule Assignees
List Schedule Occurrences
List Schedules
List Site Members
List Sites
List Templates
List Feed For Users
List Course Progress
List Schedule Items
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Inspection Completed
Triggers when an inspection from a selected template is completed.
Any Inspection Completed
Triggers when any inspection is completed.
Action Created
Triggers when an action is created.
Inspection Started
Trigger when Inspection Started
Inspection Update
Trigger when Inspection Update
Inspection Archived
Trigger when Inspection Archived
Do thisActions
Action is the task that follows automatically within your Zoho Expense integrations.
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 SafetyCulture accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Expense triggers actions in SafetyCulture (or vice versa).
Absolutely. You can customize how Zoho Expense data is recorded in SafetyCulture. This includes choosing which data fields go into which fields of SafetyCulture, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Expense and SafetyCulture 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 SafetyCulture. 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 SafetyCulture
SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.
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