Expensify and Pipefy integrations and automations

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

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Expensify
  • Expense report created
    Expense report created in Expensify

    • Any other trigger you can think up

Pipefy
  • New card Real-time
    New card in Pipefy
  • Deleted card Real-time
    Deleted card in Pipefy
  • Card done Real-time
    Card done in Pipefy
  • Card expired Real-time
    Card expired in Pipefy
  • Updated card Real-time
    Updated card in Pipefy
  • Card late Real-time
    Card late in Pipefy
  • Moved card Real-time
    Moved card in Pipefy
  • Card overdue Real-time
    Card overdue in Pipefy
  • New record Real-time
    New record in Pipefy
  • Record done Real-time
    Record done in Pipefy
  • Updated record Real-time
    Updated record in Pipefy
  • Record overdue Real-time
    Record overdue in Pipefy

    • 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

Pipefy
  • Custom action
    Custom action in Pipefy (Custom)
  • Create card
    Create Card in Pipefy
  • Create record
    Create a Database record in Pipefy
  • Delete card
    Delete card in Pipefy
  • Delete record
    Delete record in Pipefy
  • Get a card by ID
    Get a card by ID in Pipefy
  • Get cards by field
    Get cards by field in Pipefy
  • Get cards by phase
    Get cards by phase in Pipefy
  • Get cards by title
    Get cards by title in Pipefy
  • Get a record by ID
    Get a record by ID in Pipefy
  • Get records
    Get records in Pipefy
  • Get records by field
    Get records by field in Pipefy
  • Move card
    Move card in Pipefy
  • Update card
    Update card in Pipefy
  • Update record
    Update record in Pipefy

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

Schedule a Demo