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Customize your Expensify and Talkdesk 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
Talkdesk
- New Contact is Created Real-timeNew Contact is Created in Talkdesk
- Inbound Call reaches Contact Center Real-timeAn Inbound Call Reaches Contact Center
- OutBound Call Ends Real-timeOutBound Call Ends in Talkdesk
Any other trigger you can think up
Actions
Do this…
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
Talkdesk
- Custom actionCustom action in Talkdesk Connector (Custom)
- Create CallbackCreate Callback in Talkdesk
- Create subscriptionCreate subscription in Talkdesk
- Create UserCreate a new user in Talkdesk
- Download reportDownload report in Talkdesk
- Get Contact by IDGet Contact by ID in Talkdesk
- Get subscriptionGet subscription in Talkdesk
- Get user by emailGet User by email in Talkdesk
- List queriesList queries in Talkdesk
- Update subscriptionUpdate subscription in Talkdesk
Any other action you can think up
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