
When this happens...
Automatically do this!
Create Currency
Create a Trip
Create a User
Create Tax
Create Expense Categories
Create Project
Enable Integrations or automations with these events of AirSlate and Zoho Expense
Connect airSlate workflows with your CRM system to automate data synchronization.
Add a new currency to Zoho Expense by providing its ISO code, display format, name, symbol, and decimal precision.
Creates a trip record in Zoho Expense with destination, attendees, budget, currency, and travel preferences.
Add a new user to Zoho Expense with name, email, role, and optional profile and approval details.
Add a tax to Zoho Expense with name, percentage, tax type, value‑added flag, and tax authority.
Create a new expense category with optional GL code, description, maximum and receipt limits, and a flat amount.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your AirSlate and Zoho Expense accounts to viaSocket. Once connected, you can set up a workflow where an event in AirSlate triggers actions in Zoho Expense (or vice versa).
Absolutely. You can customize how AirSlate data is recorded in Zoho Expense. This includes choosing which data fields go into which fields of Zoho Expense, setting up custom formats, and filtering out unwanted information.
The data sync between AirSlate and Zoho Expense 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 AirSlate and Zoho Expense. 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.
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