Expensify and FreshBooks integrations and automations

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Customize your Expensify and FreshBooks integration with the following triggers and actions.

Triggers

When this happens…

Expensify

Expense report created
Expense report created in Expensify

Any other trigger you can think up

FreshBooks

New/updated client
New/updated client in FreshBooks
New/updated estimate
New/updated estimate in FreshBooks
New/updated invoice
New/updated invoice in FreshBooks
New/updated payment
New/updated payment in FreshBooks

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

FreshBooks

Add line item to invoice
Add line item to invoice in FreshBooks
Create client
Create client in FreshBooks
Create expense
Create an expense in FreshBooks
Create invoice
Create invoice in FreshBooks
Create item
Create item in FreshBooks
Get client details by ID
Get client details in FreshBooks
Get item details by ID
Get item details in FreshBooks
Search staff members
Search for staff member in FreshBooks
Make payment
Make payment in FreshBooks
Search a client by email/username
Search a client by email/username in FreshBooks
Update client
Update client in FreshBooks

Any other action you can think up

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