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Customize your Expensify and Revel Systems integration with the following triggers and actions.

Triggers

When this happens…

Expensify
  • Expense report created
    Expense report created in Expensify
  • Any other trigger you can think up

Revel Systems
  • New customer
    New customer in Revel Systems
  • New purchase order
    New purchase order in Revel Systems
  • New sales
    New sales in Revel Systems
  • New time sheet entry
    New time sheet entry in Revel Systems
  • New/updated customer
    New/updated customer in Revel Systems
  • New/updated sales
    New/updated sales in Revel Systems
  • 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
    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

Revel Systems
  • Custom action
    Custom action in Revel Systems (Custom)
  • Create customer
    Create customer in Revel Systems
  • Create employee
    Create employee in Revel Systems
  • Get customer by ID
    Get customer by ID in Revel Systems
  • Update customer
    Update customer in Revel Systems
  • Update employee
    Update employee in Revel Systems
  • Update product
    Update product in Revel Systems
  • Any other action you can think up

Let us tailor your Expensify and Revel Systems integrations

Pre-built Expensify and Revel Systems Automations

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