Expensify and Pipedrive integrations and automations

Seamlessly connect Expensify and Pipedrive. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

Build Powerful Workflows, fast

Triggers

When this happens…

Expensify

Expense report created
Expense report created in Expensify

Any other trigger you can think up

Pipedrive

New object API v1
New object in Pipedrive
New object Batch
New object in Pipedrive
New/updated object API v1
New or updated object in Pipedrive
New/updated object Batch
New or updated object in Pipedrive

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
Export reports
Export reports from Expensify using a custom template
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

Pipedrive

Custom action
Custom action in Pipedrive (Custom)
Create activity
Create activity in Pipedrive
Create deal
Create deal in Pipedrive
Create note
Create note in Pipedrive
Create organization
Create organization in Pipedrive
Get deal-related products Batch
Get products from the deal in Pipedrive
Get object API v1 Batch
Get object from Pipedrive
Get object Batch
Get object from Pipedrive
Update deal
Update deal in Pipedrive
Update organization
Update organization in Pipedrive
Update person
Update person in Pipedrive

Any other action you can think up

One platform

Power
Agility
Speed
Innovation