Connect Zoho Billing and Zoho Expense to Build Intelligent Automations
Choose a Trigger
When this happens...
New Sbscription
New Customer
New Product
New Invoice
Cancel Subscription
Update Customer
Updated Invoice
Void Invoice
Update Subscription
Subscription Reactivate
New Project
New Quote
Payment Sucess
Payment Failure
invoice is paid
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 Zoho Billing and Zoho Expense automations
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 Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Sbscription
Triggers when a new subscription is created
New Customer
Triggers when customer is created
New Product
Triggers when new product is created
New Invoice
Triggers when new invoice is created
Cancel Subscription
Triggers when subscription is cancelled
Update Customer
Triggers when a customer is updated.
Do thisActions
Action is the task that follows automatically within your Zoho Billing integrations.
Create invoice
Create an invoice for a customer with items, shipping, adjustments, and payment options.
Update invoice
Update an invoice's items, notes, and terms.
Create Customer
Creates a new customer.
Create subscription
Create a subscription for a customer
Create an estimate
Create an estimate for a customer including items, quantities, prices, discounts, and terms.
Update customer
Update a customer's details, addresses, and custom fields.
Know More About Zoho Billing and ZohoExpense Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Zoho Billing and Zoho Expense accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Billing triggers actions in Zoho Expense (or vice versa).
Absolutely. You can customize how Zoho Billing 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 Zoho Billing 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 Zoho Billing 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 Zoho Billing
Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
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.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.