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Customize your Anaplan and Expensify integration with the following
triggers and actions.
Triggers
When this happens…
Expensify
- Expense report createdExpense report created in Expensify
Any other trigger you can think up
Actions
Do this…
Anaplan
- Custom actionCustom action in Anaplan (Custom)
- Download dump fileDownload dump file from Anaplan
- Download fileDownload file from Anaplan
- Run deletion BatchRun deletion in Anaplan
- Run data export BatchRun data export in Anaplan
- Run data import BatchRun data import in Anaplan
- Run process BatchRun process in Anaplan
- Upload fileUpload file to Anaplan
Any other action you can think up
Expensify
- Custom actionCustom action in Expensify (Custom)
- Create expenseCreate expense in Expensify
- Create expense reportCreate expense report in Expensify
- Get policy list BatchGet policy list in Expensify
- Get expense report statusGet expense report in Expensify
- Create/Update employeeCreate/Update employee in Expensify
- Update expense report statusUpdate expense report in Expensify
Any other action you can think up
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