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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Note
Triggers when new note is Created.
New Task
Triggers when new Tasks is Created.
New Task in Context
Triggers when New Task is Created in Context.
New Task in Folder
Triggers when New Task is Created in Specific Folder.
New Completed Task
Triggers when new Tasks is Completed.
New Starred Task
Triggers when a new starred task is added or when an existing task is starred.
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 Toodledo accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Expense triggers actions in Toodledo (or vice versa).
Absolutely. You can customize how Zoho Expense data is recorded in Toodledo. This includes choosing which data fields go into which fields of Toodledo, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Expense and Toodledo 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 Toodledo. 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 Toodledo
Toodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
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