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Customize your Expensify and Welcome Software 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

Welcome Software
  • New updated asset
    New/updated asset in Welcome software
  • New/updated event Real-time
    New/updated event in Welcome software
  • 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

Welcome Software
  • Custom action
    Custom action in (Custom)
  • Create record
    Create record in Welcome software
  • Download asset
    Download asset in Welcome software
  • Get record
    Get record in Welcome software
  • Search records
    Search records in Welcome software
  • Any other action you can think up

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