Integrate ClickMeeting with Expensify

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

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About ClickMeeting

ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

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.

Expensify Integrations

Best ClickMeeting and Expensify Integrations

  • ClickMeeting Integration Expensify Integration

    ClickMeeting + Expensify

    Export Report to PDF in Expensify when New Upcoming Event is created in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Expensify Integration Export Report to PDF
  • ClickMeeting Integration Expensify Integration

    ClickMeeting + Expensify

    Create Expense Report to Expensify from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Expensify Integration Create Expense Report
  • ClickMeeting Integration Expensify Integration

    ClickMeeting + Expensify

    Create Single Expense to Expensify from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Expensify Integration Create Single Expense
  • ClickMeeting Integration Expensify Integration

    ClickMeeting + Expensify

    Export Report to PDF in Expensify when New Registrant is created in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Registrant
     
    Then do this...
    Expensify Integration Export Report to PDF
  • ClickMeeting Integration Expensify Integration

    ClickMeeting + Expensify

    Create Expense Report to Expensify from New Registrant in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Registrant
     
    Then do this...
    Expensify Integration Create Expense Report
  • ClickMeeting Integration {{item.actionAppName}} Integration

    ClickMeeting + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect ClickMeeting + Expensify in easier way

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

    Triggers
  • New Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

    Actions
  • Add New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

  • 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

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How ClickMeeting & Expensify Integrations Work

  1. Step 1: Choose ClickMeeting 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 ClickMeeting to Expensify.

    (2 minutes)

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

Integration of ClickMeeting and Expensify

What is ClickMeeting?

  • Expensify is an online expense reporting software that helps employees track their business expenses and get reimbursed by their employer.
  • Expensify allows users to submit expense reports in a variety of ways including through smartphone apps, email, or the web.
  • Expensify has integration with Google Drive, Dropbox, Evernote, Quickbooks, PayPal, Square, Stripe, Yodlee, and many others.
  • Expensify cost ranges from $5 per month for individuals to $35 per month for businesses with more than 5 users.
  • ClickMeeting is an online cplaboration and communication service that allows users to connect with each other through meetings and video conferences.
  • ClickMeeting has different pricing plans ranging from free for individuals to $50 per month for businesses.

What is Expensify?

  • Expensify is a mobile spution that offers customers with a simple, paperless way to submit and manage all types of business expenses via the web or on smartphones.
  • Expensify offers customers the ability to save time and money when submitting expense reports because they do not have to worry about manually entering receipts or waiting for reimbursement checks to arrive (Expensify, n.d..
  • Once you sign up for an account with Expensify, you can immediately start tracking your business expenses.
  • There are two ways of recording receipts with Expensify. either by snapping a photo with your phone or by uploading a scanned version of a receipt (Expensify, n.d..

Integration of ClickMeeting and Expensify

  • Expensify integrates with ClickMeeting so users can easily share files with their team members during online meetings (Expensify, n.d..
  • When you use the integration between ClickMeeting and Expensify, you can upload documents directly to your Expensify account without having to email them to yourself first (Expensify, n.d..
  • At the same time, your team members can see your uploaded documents while you are presenting them via the integration of ClickMeeting and Expensify (Expensify, n.d..
  • With the integration of ClickMeeting and Expensify, you will be able to see who is viewing your uploaded documents thanks to the integration of ClickMeeting and Expensify (Expensify, n.d..
  • This feature of the integration of ClickMeeting and Expensify is beneficial if you want to check whether or not specific team members are fplowing along with your presentation during an online meeting because you will be able to see which documents they are viewing (Expensify, n.d..
  • The integration of ClickMeeting and Expensify also allows you to share files that are stored in different applications (Expensify, n.d..
  • For example, if you want to present a document that is stored in Google Drive through the integration of ClickMeeting and Expensify, you can do so (Expensify, n.d..
  • Even if your audience members do not have Google Drive accounts because they are not organized within a single company like yours (like what happens with virtual teams), you will still be able to present them with the document that you uploaded to your Google Drive account through the integration of ClickMeeting and Expensify (Expensify, n.d..
  • Users can easily view shared documents through the integration of ClickMeeting and Expensify by clicking on the file icon next to any Presentation created through the integration (Expensify, n.d..

Benefits of Integration of ClickMeeting and Expensify

  • The integration of ClickMeeting and Expensify provides users with a better user experience because it allows them to access their uploaded files in one place rather than having to visit different websites or applications separately (Expensify, n.d..
  • The integration of ClickMeeting and Expensify also reduces the amount of time wasted by users trying to find relevant information since all uploaded files are located in one place rather than spread out on different websites or applications (Expensify, n.d..
  • The integration of ClickMeeting and Expensify will allow users to focus more on their tasks at hand rather than trying to find certain files scattered across different websites or applications (Expensify, n.d..

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