Connect Odoo and Zoho Expense to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Choose an Action
Automatically do this!
Create Currency
Create a Trip
Create a User
Create Tax
Create Expense Categories
Create Project
Search Trip
Search Expense Category
Search Customer
Search Project
Ready to use Odoo and Zoho Expense automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created.
Do thisActions
Action is the task that follows automatically within your Odoo integrations.
Create Lead
Create a new lead in odoo crm.
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.
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Frequently Asked Questions
To start, connect both your Odoo and Zoho Expense accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Zoho Expense (or vice versa).
Absolutely. You can customize how Odoo 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 Odoo 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 Odoo 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 Odoo
Odoo is a comprehensive suite of open-source business applications that covers all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, and more. It is designed to streamline business processes and improve productivity by providing a fully integrated and customizable platform.
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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