Automation for Zoho Expense
Automate your expense reporting tasks
Historically, expense reporting has been a manual process predominantly. But, with amazing automation features from Zoho Expense, you don’t have to carry out mundane expense reporting tasks anymore.
Set up workflow rules to execute actions
Zoho Expense empowers you to embrace automation with the help of workflow rules. Set up triggers based on your requirements and specify what actions need to be executed. Once set up, Zoho Expense will automatically execute that action whenever the conditions are met.
Zoho Expense supports multiple actions
Set up email alerts to be sent out automatically whenever the trigger is met. Create email templates for different scenarios and automate the sending of email alerts to employees. Sample scenario = the CFO needs to be notified via email when a report is submitted with reimbursable total > $10,000.
Send out in-app notifications whenever a specified condition is met. Customize the message and the recipients of the notification.
Communicate with third-party applications by sending instant web notifications whenever an event occurs in Zoho Expense. Configure both HTTP and HTTPS URLs, and associate them with workflow rules to automate the entire notification process.
Make automatic changes to any field in your modules, when a particular condition is met. For example, you can update a custom field
Automate tasks with the help of custom functions. Write small pieces of code using Deluge and link it with a workflow rule to execute the action.
