Expensify and PlanGrid integrations and automations

Seamlessly connect Expensify and PlanGrid. 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

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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

PlanGrid
  • New object in PlanGrid
    New object in PlanGrid
  • New or updated object in PlanGrid
    New or updated object in PlanGrid

    • 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

PlanGrid
  • Custom action
    Custom action in PlanGrid (Custom)
  • Create object
    Create object in PlanGrid
  • Download object
    Download object in PlanGrid
  • Get object by ID
    Get object in PlanGrid
  • Search objects Batch
    Search objects in PlanGrid
  • Update object
    Update object in PlanGrid
  • Upload object
    Upload object in PlanGrid

    • Any other action you can think up

One platform

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