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Customize your Expensify and SQL Collection by Workato 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…
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
SQL Collection by Workato
- Create list BatchCreate list
- Create list from CSV file BatchCreate list from CSV file
- Insert rows BatchInsert rows into list in Collection
- Insert rows from CSV file BatchInsert rows into list in Collection from CSV file
- Query lists BatchQuery lists in Collection
Any other action you can think up
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