Connect Customers.ai and Zoho Expense to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Customers.ai
Choose an Action
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 Customers.ai and Zoho Expense
Enable Integrations or automations with these events of Customers.ai and Zoho Expense
Actions
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
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 a User
Add a new user to Zoho Expense with name, email, role, and optional profile and approval details.
Create Tax
Add a tax to Zoho Expense with name, percentage, tax type, value‑added flag, and tax authority.
Create Expense Categories
Create a new expense category with optional GL code, description, maximum and receipt limits, and a flat amount.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Customers.ai and Zoho Expense accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Zoho Expense (or vice versa).
Absolutely. You can customize how Customers.ai 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 Customers.ai 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 Customers.ai 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 Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
Learn MoreAbout Zoho Expense
Zoho Office Integrator provides seamless integration capabilities for embedding Zoho's powerful office suite into your applications. Enhance your software with document editing, spreadsheet management, and presentation tools, all within a collaborative environment.
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