Expensify との統合と自動化

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。

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

主要企業が Workato を活用

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Expensifyを自動化すべき理由

Popular Expensify integrations
  • Popular Expensify integrations
  • Empower finance
  • Delight your employees
  • Analyze expenses effectively

  • Notify approvers of expense reports

    Help approvers discover expense reports quickly and review them carefully by integrating Expensify with Slack or Microsoft Teams. You can then build the following automation: Once an expense report gets submitted, the designated approver receives a message in Slack or Teams that includes key details on the report. The message also includes a link to the report in Expensify, allowing the approver to move quickly in accepting or rejecting it.

  • Submit expenses without logging into Expensify

    Forcing employees to log into Expensify whenever they need to upload and submit expense reports is time consuming and tedious. You can empower them to submit expenses from either Slack or Teams instead by using Workbot®.

  • Review the status of any expense

    Once an employee submits their expense, they’ll likely want to stay informed of its status—all the way through to its approval. You can help them do just that by using Workbot® to build an automation where an employee can check on the status of a specific expense with the click of a button inside of Slack or Teams.

Streamline your Expensify integrations

  • Expensifyと自社製品を接続したいですか？

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    • Build powerful workflows, fast

    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

    単一のプラットフォーム

    • 強力
    • 俊敏性
    • スピード
    • 革新

    Streamline your Expensify integrations

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