Step 1: Add a service named Expense 

Step 2: Create a custom field

Step 3: Create a connection for Zoho Expense 

1. Navigate to Setup > Developer Space > Connections and under My Connections, click Create Connection.
   
   
   
   
2. Under Default Services, select Zoho Expense.
   
   
   
   
3. Perform the following and click Create And Connect:
   
1. Connection Name: ZExpense
   The Connection Link Name will be populated automatically.
2. Select the Scopes ZohoExpense.FullAccess.all
   
   
   
   
4. Click Connect.
   
   
   
   
5. Click Accept.
   
   

Additionally ensure that the status of the internal connection for Zoho FSM integration task is Connected. The green dot [] indicates that the connection is Connected.

Step 4: Create a custom function 

1. Navigate to Setup > Automation > Functions and click Create Function.
   
2. Enter the following details and click Save:
   
1. Function Name: CreateExpenseForWO
   
2. Module: Work Orders
   
3. In the Deluge Script Editor, enter the following script:
   
   

   work_order_id = work_order.get("id"); Amount = 0; Service_Line_Items_List = work_order.get("Service_Line_Items").toList(); for each  Service_Line_Items in Service_Line_Items_List {  Service_Line_Items_Map = Service_Line_Items.toMap();  if(Service_Line_Items_Map.get("Service").toMap().get("name") == "Expense")  {   //Get Currency Id   headers_data = Map();   headers_data.put("X-com-zoho-expense-organizationid","<orgId>");   response = invokeurl   [   url :"https://www.zohoapis.com/expense/v1/settings/currencies"   type :GET   headers:headers_data   connection:"zexpense"   ];   currencyList = response.get("currencies").toList();   for each  eachCurrencyList in currencyList   {   CurrencyMap = eachCurrencyList.toMap();   if(CurrencyMap.get("currency_code") == "USD")   {   currency_id = CurrencyMap.get("currency_id");   }   }   //Get Category Id   headers_data_1 = Map();   headers_data_1.put("X-com-zoho-expense-organizationid","<orgId>");   response_1 = invokeurl   [   url :"https://www.zohoapis.com/expense/v1/expensecategories"   type :GET   headers:headers_data_1   connection:"zexpense"   ];   expense_categories_list = response_1.get("expense_accounts").toList();   for each  each_expense_categories_list in expense_categories_list   {   expense_categories_map = each_expense_categories_list.toMap();   //Use the Expense Category - Travel Expense   if(expense_categories_map.get("category_name") == "Travel Expense")   {   category_id = expense_categories_map.get("category_id");   }   }     Amount = Amount + Service_Line_Items_Map.get("Line_Item_Amount");   Created_Time = Service_Line_Items_Map.get("Created_Time").toString();   Create_Date = Created_Time.getPrefix("T");   lineItemList = list();   lineItemMap = Map();   lineItemMap.put("category_id",category_id);   lineItemMap.put("amount",Amount);   lineItemMap.put("description","From Zoho FSM");   lineItemList.add(lineItemMap);   createMap = Map();   createMap.put("currency_id",currency_id);   createMap.put("date",Create_Date);   createMap.put("is_reimbursable",true);   createMap.put("line_items",lineItemList);   headers_data_2 = Map();   headers_data_2.put("X-com-zoho-expense-organizationid","<orgId>");     response_2 = invokeurl   [   url :"https://www.zohoapis.com/expense/v1/expenses"   type :POST   parameters:createMap.toString()   headers:headers_data_2   connection:"zexpense"   content-type:"application/json"   ];     expense_id = response_2.get("expenses").toMap().get("expense_id").toString();   updateResp = zoho.fsm.updateRecord("Work_Orders",work_order_id,{"<custom_field_Api_name>":expense_id});  } }

   Note: In this custom function, the Expense Category used is Travel Expense.
   
   
3. Replace <orgId> with the actual value. To obtain the Organization ID, in Zoho Expense, click the organization name at the top right corner and copy the Expense Organization ID.
   
   
   
   
4. Replace <custom_field_Api_name> with the Api name of the custom field.
   

Step 5: Create a workflow rule 

1. Go to Setup > Automation > Workflow Rules and click Create Workflow.
   
2. Enter the following details, then click Next:
   
1. Module: Work Orders
   
2. Rule Name: CreateExpenseForWO
   
3. Description: Create an expense record for a work order
   
   
   
   
3. Select the rule trigger as Created and click Next.
   
   
   
   
4. Select the rule criteria as To all Work Orders and click Next.
   
   
   
   
5. Click +Action and select Function.
   
   
   
   
6. Select Existing Functions and click Next.
   
   
   
   
7. Select the custom function created in the previous step.
   
   
   
   
8. Click Save.
   
   

Testing the usecase