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Customize your eTapestry and Expensify integration with the following
triggers and actions.
Triggers
When this happens…
eTapestry
- Account createdAccount created in eTapestry
- Account updatedAccount updated in eTapestry
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…
eTapestry
- Add accountAdd new account in eTapestry
- Add contactAdd new contact in eTapestry
- Add giftAdd new gift in eTapestry
- Search accounts BatchSearch accounts in eTapestry
- Update accountUpdate account in eTapestry
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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