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Customize your Expensify and Klaviyo 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
Klaviyo
- Custom actionCustom action in Klaviyo (Custom)
- Add profile to listAdd profile to list in Klaviyo
- Create recordCreate record in Klaviyo
- Get record details by IDGet record by ID in Klaviyo
- Search recordsSearch records in Klaviyo
- Update recordUpdate record in Klaviyo
Any other action you can think up
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