Expensify and Revel Systems integrations and automations

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Customize your Expensify and Revel Systems integration with the following triggers and actions.

Triggers

When this happens…

Expensify

Expense report created
Expense report created in Expensify

Any other trigger you can think up

Revel Systems

New customer
New customer in Revel Systems
New purchase order
New purchase order in Revel Systems
New sales
New sales in Revel Systems
New time sheet entry
New time sheet entry in Revel Systems
New/updated customer
New/updated customer in Revel Systems
New/updated sales
New/updated sales in Revel Systems

Any other trigger you can think up

Actions

Do this…

Expensify

Custom action
Custom action in Expensify (Custom)
Create expense
Create expense in Expensify
Create expense report
Create expense report in Expensify
Get policy list Batch
Get policy list in Expensify
Get expense report status
Get expense report in Expensify
Create/Update employee
Create/Update employee in Expensify
Update expense report status
Update expense report in Expensify

Any other action you can think up

Revel Systems

Custom action
Custom action in Revel Systems (Custom)
Create customer
Create customer in Revel Systems
Create employee
Create employee in Revel Systems
Get customer by ID
Get customer by ID in Revel Systems
Update customer
Update customer in Revel Systems
Update employee
Update employee in Revel Systems
Update product
Update product in Revel Systems

Any other action you can think up

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