Expensify and Sign Request integrations and automations

Do everything in one place

Customize your Expensify and Sign Request 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

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

Sign Request
  • Custom action
    Custom action in (Custom)
  • Create document
    Create document in SignRequest
  • Get document details by UUID
    Get Document in SignRequest
  • Get template details by UUID
    Get Template in SignRequest
  • Search documents
    Search documents in SignRequest
  • Search templates
    Search templates in SignRequest

    • Any other action you can think up

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • mgm
  • adobe
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo