When this happens...
New Run
Complete Step
Step Late
Run started
Run late
Run Completed
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
Update User
Make User Inactive
Make User Active
Update Trip
Approve Trip Request
Reject Trip Request
Close Trip
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a run is started.
Triggers when a workflow step is completed
Triggers when the workflow step is late.
Triggers when the workflow is started.
Triggers when the workflow is late.
Triggers when the workflow is completed.
Action is the task that follows automatically within your Manifestly Checklists integrations.
Creates a run of a workflow.
List all the details of the workflow.
Add a step to an existing workflow.
Create or update a workflow. If the external_id is specified and found, the workflow is updated. Otherwise, a new workflow is created.
Update a Run.
List All Active Workflows

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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 Manifestly Checklists and Zoho Expense accounts to viaSocket. Once connected, you can set up a workflow where an event in Manifestly Checklists triggers actions in Zoho Expense (or vice versa).
Absolutely. You can customize how Manifestly Checklists 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 Manifestly Checklists 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 Manifestly Checklists 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.
Manifestly Checklists software improves collaboration and accountability in your organization's recurring processes.
Learn MoreZoho 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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