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Customize your Connect Wise and Expensify integration with the following
triggers and actions.
Triggers
When this happens…
Connect Wise
- New ticketNew Ticket in Connectwise
- New/Updated ticketNew/Updated Ticket in Connectwise
Any other trigger you can think up
Expensify
- Expense report createdExpense report created in Expensify
Any other trigger you can think up
Actions
Do this…
Connect Wise
- Create recordCreate record in Connectwise
- Custom actionCustom action in Connectwise
- Delete recordDelete record in Connectwise
- Get record details by IDGet record in Connectwise
- Search recordsSearch records in Connectwise
- Update recordUpdate record in Connectwise
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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