Zoho Expense Integration for Support Teams

Explore Triggers and Actions

Expense Report Approved

Activate when an expense report approval takes place. [See the Documentation](https://www.zoho.com/expense/api/v1/expense-reports/#list-of-all-expense-reports).

Expense Report Submitted

Activate when an expense report submission takes place. [See the Documentation](https://www.zoho.com/expense/api/v1/expense-reports/#list-of-all-expense-reports).

Travel Request Approved

Activate after approval of a travel request. [See the Documentation](https://www.zoho.com/expense/api/v1/trips/#retrive-list-of-all-trips).

Create Expense

Generate a new expense entry in the Zoho Expense system. [See the Documentation](https://www.zoho.com/expense/api/v1/expenses/#create-an-expense).

Reject Travel Request

Disapprove a pending travel request in the system. [See the Documentation](https://www.zoho.com/expense/api/v1/trips/#reject-a-trip-request).

Update Expense Report

Alter details in an existing expense report. [See the Documentation](https://www.zoho.com/expense/api/v1/expense-reports/#update-an-expense-report).

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Frequently asked questions

How can I set up Zoho Expense integration in Ayudo?

To use Zoho Expense integration in Ayudo, add the Zoho Expense node to your workflow and authenticate via OAuth. You can create support tickets from Zoho Expense events, sync customer data, send automated responses, and trigger AI agent conversations. Once connected, your AI agents can automatically handle Zoho Expense data in support conversations.

Do I need any special permissions or API keys to integrate Zoho Expense with Ayudo?

You will need OAuth credentials available in Zoho Expense's settings. Ensure you have permissions to access expense data and manage API settings. Admin access may be required for initial setup. Ensure your credentials have access to expense records for full support automation capabilities.

Can I combine Zoho Expense with other apps in Ayudo workflows?

Yes! Zoho Expense works seamlessly with Zendesk, Intercom, Slack, Gmail, and Freshdesk. For instance, when a high-value Zoho Expense event occurs, you can create a Zendesk ticket, notify your team via Slack, and have an AI agent proactively reach out. These workflows enhance your support operations.

What are some common use cases for Zoho Expense integrations with Ayudo?

Common use cases include auto-creating support tickets from Zoho Expense events, syncing customer data between Zoho Expense and support tools, triggering AI agent responses based on Zoho Expense activities, sending proactive support messages via voice/text agents, and updating Zoho Expense records after support conversations.

How does Ayudo's pricing model benefit me when integrating Zoho Expense?

Ayudo uses per-seat pricing ($119-$179/seat/month) which is ideal for support teams. You pay per support agent seat, not per automation or ticket volume. Unlike per-ticket or per-conversation pricing, you get unlimited AI agent interactions. Your support team can handle more conversations with AI agents without additional costs. This makes Zoho Expense automation cost-effective as your support volume scales.

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Zoho Expense

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