Do everything in one place
Customize your Expensify and Vlocity 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
Vlocity
- Object createdObject created in Vlocity
- Daily object reviewDaily Object review in Vlocity
- Object created/updatedObject created/updated in Vlocity
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
Vlocity
- Custom actionCustom action in Vlocity (Custom)
- Create objectCreate object in Vlocity
- Get related objects BatchGet related object list in Vlocity
- Search objects BatchSearch for objects in Vlocity
- Update objectUpdate object in Vlocity
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