Conga and Expensify との統合と自動化

Conga and Expensifyを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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強力なワークフローを迅速に構築

Triggers

When this happens…

Conga
  • New/updated record
    New/updated record in Conga

    • Any other trigger you can think up

Expensify
  • Expense report created
    Expense report created in Expensify

    • Any other trigger you can think up

Actions

Do this…

Conga
  • Custom action
    Custom action in Conga (Custom)
  • Create records Batch
    Create records records in batch in Conga
  • Delete records Batch
    Delete records records in batch in Conga
  • Download document based on document ID
    Download document based on fully signed ID in Conga
  • Create record
    Create new record in Conga
  • Get record by ID
    Get record by ID from Conga
  • Query records
    Query records from Conga
  • Search records
    Search records from Conga
  • Update record
    Update existing record in Conga
  • Generate a document record
    Generates a new contract document record in Conga
  • Send email
    Send email in Conga
  • Update records Batch
    Update records records in batch in Conga

    • Any other action you can think up

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

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新