Do everything in one place
Customize your Concur and Zuora integration with the following
triggers and actions.
Triggers
When this happens…
Concur
- New expense report submissionNew expense report submission in Concur
- New expense reportNew expense report in Concur
- New or updated invoiceNew or updated invoice in Concur
- New or updated expense reportNew or updated expense report in Concur
Any other trigger you can think up
Zuora
- New/updated orderNew or updated order in Zuora
- New/updated recordNew or updated records in Zuora
Any other trigger you can think up
Actions
Do this…
Concur
- Custom actionCustom action in Concur (Custom)
- Upload receipt imageUpload receipt image in Concur
- Create list itemCreate list item in Concur
- Create vendorsCreate vendors in Concur
- Delete list itemDelete list item in Concur
- Get all attendee typesGet all attendee types in Concur
- Get all expense group configurationsGet all expense group configurations in Concur
- Get all expense typesGet all expense types in Concur
- Get all listsGet all lists in Concur
- Get all payment typesGet all payment types in Concur
- Get all usersGet all users in Concur
- Get entry image URLGet entry image URL in Concur
- Get expense report detailsGet expense report details by report ID in Concur
- Get all list itemRetrieve first level list item in Concur
- Get invoice detailsGet invoice by ID in Concur
- Submit expense report through a workflowSubmit expense report through a workflow in Concur
- Search expense reportsSearch expense reports in Concur
- Search vendorsSearch vendors in Concur
- Update vendorsUpdate vendors in Concur
Any other action you can think up
Zuora
- Custom actionCustom action in Zuora (Custom)
- Create custom record BatchCreate custom record in Zuora
- Create recordCreate record in Zuora
- Get custom recordGet custom record in Zuora
- Get recordGet record by ID in Zuora
- Get order by order numberGet order in Zuora by order number
- Get orders by subscription numberGet orders by subscription number in Zuora
- Query recordsQuery records using ZOQL in Zuora
- Search recordsSearch records in Zuora
- Update custom record BatchUpdate custom record in Zuora
- Update order trigger dateUpdate trigger date for pending order in Zuora
- Update recordUpdate record in Zuora
Any other action you can think up
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