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Customize your Expensify and Yext 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
Yext
- New entityNew entity in Yext
- New/updated entityNew/updated entity in Yext
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
Yext
- Create entityCreate entity in Yext
- Custom actionCustom action in Yext
- Get entity by IDGet entity by ID in Yext
- Search entitiesSearch entities in Yext
- Search entities with custom filterSearch entities with custom filter criteria in Yext
- Update entityUpdate entity in Yext
Any other action you can think up
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