Connect Zoho Expense and snapADDY 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.

Fetch New Contacts

Fetch New Contacts

Retrieve contact items added to a specified contact list since the last check, returning the newest entries first.

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 Tax

Create Tax

Add a tax to Zoho Expense with name, percentage, tax type, value‑added flag, and tax authority.

Update Tax

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 Expense Categories

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

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Frequently Asked Questions

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

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

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

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

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

The data sync between Zoho Expense and snapADDY 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 snapADDY?

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 snapADDY?

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

About snapADDY

snapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.

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