Connect Constant Contact and Zoho Expense to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New List
Choose an Action
Automatically do this!
Create Currency
Create a Trip
Create User
Create Tax
Update Tax
Create Expense Categories
Create Project
Search Trip
Search Expense Category
Search Customer
Search Project
Make Project Active
Make Project Inactive
Update Project
Update Expense Category
Active Expense Category
Inactive Expense Category
Update Currency
Set user as submitter and update profile
Make User Inactive
Make User Active
Update Trip
Approve Trip Request
Reject Trip Request
Close Trip
Ready to use Constant Contact and Zoho Expense automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Retrieve contacts created or updated within the specified recent minutes from Constant Contact.
New List
Fetches contact lists created since the last check and returns the most recent lists.
Do thisActions
Action is the task that follows automatically within your Constant Contact integrations.
Add Contact to List
Add a contact to one or more Constant Contact lists and save optional details like name, phone, company, birthday, and anniversary.
Create Contact
Create a Constant Contact contact (or update via sign-up form). Optionally add to lists and set contact details, phone, notes, and custom fields.
Tag Contact
Apply one or more existing tags to selected contacts (select by contact ID or provide email addresses). Optionally exclude contacts and add a short note.
Remove Contact From List
Remove one or more contacts from selected Constant Contact list(s) using Contact IDs or email addresses.
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.
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Frequently Asked Questions
To start, connect both your Constant Contact and Zoho Expense accounts to viaSocket. Once connected, you can set up a workflow where an event in Constant Contact triggers actions in Zoho Expense (or vice versa).
Absolutely. You can customize how Constant Contact 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 Constant Contact 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 Constant Contact 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.
About Constant Contact
Constant Contact can help grow your business with an email marketing tool that’s affordable, powerful, and easy to use.
Learn MoreAbout 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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