Integrate Chatter with Expensify

Appy Pie Connect allows you to automate multiple workflows between Chatter and Expensify

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About Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

Want to explore Chatter + Expensify quick connects for faster integration? Here’s our list of the best Chatter + Expensify quick connects.

Explore quick connects

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Connect Chatter + Expensify in easier way

It's easy to connect Chatter + Expensify without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

  • Actions
  • New Post in Feed Action

    Create a new post in your Chatter feed.

  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

How Chatter & Expensify Integrations Work

  1. Step 1: Choose Chatter as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Expensify as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Chatter to Expensify.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Chatter and Expensify

Chatter is an internal communication system, used for intra-company communication. It allows employees to communicate with each other, their managers, and their company. Chatter is an integral part of the Salesforce.com technology platform. Chatter is used for discussion boards, collaboration, and even personal sales force management (PSM.In contrast Expensify is an external communication method that is used to allow the user to track their expenses and share them with their employers. It is a cloud-based application that easily integrates with Salesforce.com.

    Conclusion

    Integration of Chatter and Expensify

Expensify can be integrated into Salesforce.com using the Chatter feed feature. When a person creates an expense report in Expensify, it is published in the Chatter feed. The expense report is also emailed to the approver for approval. Once approved, the expense report becomes a part of the employee's sales force management module on the Salesforce.com website.Expensify can also be integrated directly into the expense reporting screen inside of Salesforce.com. This allows employees to manage their own expenses and submit them to their company all from within Salesforce.com using the same interface they use to manage other aspects of their job.This integration allows Expensify to work seamlessly with Chatter and allows users to take advantage of everything Chatter has to offer while still having the flexibility to use Expensify when they need it.

    Benefits of Integration of Chatter and Expensify

The integration of Chatter and Expensify enhance organizational efficiency by improving the communication between employees, allowing for easier communication between employees and managers, and by increasing employee satisfaction due to the ease of use of both systems.The integration of Chatter and Expensify allows employees to communicate with each other about their expenses in a way that is easy to use and quick to search through if needed later on. The integration streamlines communication because there is no need to log into two different systems to accomplish one task; Chatter and Expensify are both accessible from the Salesforce.com website through a single login. This saves time and makes communication more efficient through a simple, streamlined process.The integration streamlines communication because there is no need to log into two different systems to accomplish one task; Chatter and Expensify are both accessible from the Salesforce.com website through a single login. This saves time and makes communication more efficient through a simple, streamlined process.Expensify also takes away some of the hassle that comes with keeping track of expenses for every employee at a company by allowing them to save receipts electronically and make submitting them to their employers quick and easy.The integration of Chatter and Expensify also increases employee satisfaction by making communicating with a company about important topics as easy as communicating about day-to-day things like lunch plans or vacation ideas. This allows companies to effectively communicate with their employees about anything without needing a dedicated platform for each topic or being forced to send several emails just to discuss one thing.

The integration of Chatter and Expensify creates a more efficient way for employees at companies to communicate with each other and with their employers about anything relating to work. Companies who have integrated Chatter and Expensify benefit from an increase in organizational efficiency, reduced stress for employees, and increased employee satisfaction.

The process to integrate Chatter and Expensify may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm