
When this happens...
New Email
New Email Matching Search
New Tagged Email

Automatically do this!
Create Currency
Create a Trip
Create User
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 you recieve a new email.
Triggers when you recieve a new email that matches the given condition.
Triggers when a new email is received and you tag it within two days.
Action is the task that follows automatically within your Zoho Mail integrations.
Create a new draft mail.
Creates a new folder.
Creates a new label in zoho mail.
Send an email from a Zoho Mail account to one or more recipients, with optional CC/BCC, subject, HTML or plain-text body, and attachments.
Creates a new task
Get a list of all user signature.

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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 Zoho Mail and Zoho Expense accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Mail triggers actions in Zoho Expense (or vice versa).
Absolutely. You can customize how Zoho Mail 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 Mail 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 Mail 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.
Zoho Mail provides encrypted, ad-free email hosting with custom domains, IMAP/POP/SMTP support, robust admin controls, and enterprise-grade security for business communication.
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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