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Integrate Expensify with Zoho Invoice to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate Expensify with Zoho Invoice - no code necessary. See how you can get setup in minutes.

Select a trigger from Expensify

A trigger is an event that starts your Zap and runs the workflow. For example, with Expensify, a trigger could be "New Report."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho Invoice

An action is what takes place after the automation is triggered. For example, with Zoho Invoice, the action could be "Create Contact Person."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Expensify to Zoho Invoice

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Expensify to Zoho Invoice integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Expensify and Zoho Invoice to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Expensify and Zoho Invoice to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Report State
Trigger
Scheduled
Try It
- Email Address
  Required
- Merchant
  Required
- Date of Expense
  Required
- Amount
  Required
- Currency
- Comment
- Tag
- Category
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Organization
- Contact
  Required
Trigger
Scheduled
Try It
- Organizations
  Required
Trigger
Instant
Try It

- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It

- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organization
- Contact
  Required
- Salutation
- First Name
- Last Name
- Email
- Phone
- Mobile
- Skype
- Designation
- Department
Action
Write
- Organizations
  Required
- Credit Note Number
- Customer Name
  Required
- Reason
- Credit Note Date
  Required
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Terms
- Shipping Charge
- Invoice Type
Action
Write
- Organizations
  Required
- Estimate Number
- Customer Name
  Required
- Estimate Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Estimate Notes
- Terms
- Shipping Charge
- Send Invoice Only to Primary Contact
Action
Write
- Organizations
  Required
- Name
  Required
- Rate
  Required
- Description
- SKU
- Unit
- Tax Preference
- Tax Exempt Code
Action
Write
- Organizations
  Required
- Customer
- Contact Name
  Required
- Contact Type
- Company
- Website
- Payment Terms Label
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Contact Person Phone Number
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
- Tax Authority Name
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Organizations
  Required
- Invoice Number
  Required
Action
Search

- Title
  Required
- Email Address
  Required
- Policy
  Required
Action
Write
- Report ID
  Required
- Include Full-Page Receipts
Action
Write
- Report ID
  Required
Action
Search
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
- Status
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
- Customer Name
  Required
- Invoice Number
  Required
- Payment Mode
  Required
- Amount
  Required
- Description
- Reference Number
Action
Write
- Organizations
  Required
- Contact Name
  Required
- Contact Type
- Company
- Website
- Payment Terms Label
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
- Tax Authority Name
Action
Write
- Organizations
  Required
- Customer Name
  Required
- Customer
- Invoice Number
  Required
- Date
- Due Date
- Reference Number
- Payment Terms
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Description
- Line Item Discount
- Tax Rate
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Payment Gateway
- Paypal Payment Method
- Send Invoice Only to Primary Contact
Action
Write
- Organizations
  Required
- Retainer Invoice Number
- Customer Name
  Required
- Retainer Invoice Date
  Required
- Description
- Rate
  Required
- Notes
- Terms
- Send Invoice Only to Primary Contact
Action
Write
- Organizations
  Required
- Customer Name
  Required
- Invoice Number
  Required
- Date
- Due Date
- Reference Number
- Payment Terms
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Description
- Line Item Discount
- Tax Rate
- HSN or SAC
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Reason
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Send Invoice Only to Primary Contact
Action
Write
- Organizations
  Required
- Email
Action
Search
- Organization Name
  Required
Action
Search

Learn how to automate Expensify on the Zapier blog

Learn how to automate Zoho Invoice on the Zapier blog

About Expensify

Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for streamlined financial management.

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Accounting

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About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.

Learn more Help

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