Agile CRM and Expensify integrations and automations

Seamlessly connect Agile CRM and Expensify. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Expensify
  • Expense report created
    Expense report created in Expensify

    • Any other trigger you can think up

Actions

Do this…

Agile CRM
  • Create Object
    Create a Contact, Deal, Company, Task or Ticket in Agile CRM
  • Delete Object
    Delete a Contact, Deal, Company, Task or Ticket from Agile CRM
  • Get Object
    Get a Contact, Deal, Company, Task or Ticket from Agile CRM
  • Update Object
    Update a Contact, Deal, Company or Task in Agile CRM

    • Any other action you can think up

Expensify
  • Custom action
    Custom action in Expensify (Custom)
  • Create expense
    Create expense in Expensify
  • Create expense report
    Create expense report in Expensify
  • Export reports
    Export reports from Expensify using a custom template
  • 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

One platform

  • Power
  • Agility
  • Speed
  • Innovation