Expensify 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

자동화를 해야하는 이유 Expensify

Popular Expensify integrations
  • Popular Expensify integrations
  • Empower finance
  • Delight your employees
  • Analyze expenses effectively

  • Notify approvers of expense reports

    Help approvers discover expense reports quickly and review them carefully by integrating Expensify with Slack or Microsoft Teams. You can then build the following automation: Once an expense report gets submitted, the designated approver receives a message in Slack or Teams that includes key details on the report. The message also includes a link to the report in Expensify, allowing the approver to move quickly in accepting or rejecting it.

  • Submit expenses without logging into Expensify

    Forcing employees to log into Expensify whenever they need to upload and submit expense reports is time consuming and tedious. You can empower them to submit expenses from either Slack or Teams instead by using Workbot®.

  • Review the status of any expense

    Once an employee submits their expense, they’ll likely want to stay informed of its status—all the way through to its approval. You can help them do just that by using Workbot® to build an automation where an employee can check on the status of a specific expense with the click of a button inside of Slack or Teams.

Do everything in one place

Triggers

When this happens…

Expensify
  • Expense report created
    Expense report created in Expensify

    • 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

Let us tailor your Expensify integrations

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필요한 만큼 지능형 자동화를 손쉽게 설정하세요.
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  • 더 빠르게 해보세요
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시장을 선도하는 기업들이 Workato를 사용합니다

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Let’s start automating

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