Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
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
Customerly + ExpensifyExport Report to PDF in Expensify when New Lead is created in Customerly Read More...
Customerly + ExpensifyCreate Expense Report to Expensify from New Lead in Customerly Read More...
Customerly + ExpensifyCreate Single Expense to Expensify from New Lead in Customerly Read More...
Customerly + ExpensifyExport Report to PDF in Expensify when New User is created in Customerly Read More...
Customerly + ExpensifyCreate Expense Report to Expensify from New User in Customerly Read More...
It's easy to connect Customerly + Expensify without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created.
Triggers when a new user is created.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Only for Expensify Premium users! Creates a new expense report.
Creates a single expense item
Given a Report ID (from a trigger), export that report to a PDF document
Customerly is a top that helps businesses understand how money is spent. It allows users to easily track their employees expenses. It also helps businesses capture all the expenses in one place. This is an online way of managing business expenses. It’s a cloud-based app, which means all your data is stored by the company. However, this is only recommended if you’re using it for small businesses as it can be expensive and might not have the same features as Expensify.
It’s simple and easy to use, so whatever level of computer user you are, you’ll find it easy to use. It gives users the option to create different budgets and then keep track of their spending on a daily basis. It even allows you to split bills among multiple members of the team, making it easy to keep track of spending.
It has a number of useful features too. It has a calendar that can help you easily set up recurring expenses or recurring invoices, which is a great feature for businesses with a lot of regular clients. It also has a feature where you can add multiple bank accounts and debit cards so that you can keep track of the money coming in and out of your company account. This is particularly beneficial for businesses who operate internationally and regularly use foreign bank accounts.
Expensify is another popular expense tracking top. It lets users track their expenses and send them directly into the accounting software of their choice. Users simply take photos of their receipts and upload them to the app, rather than printing them out like most people do. If you choose to use Expensify through a paperless office, it will even let you scan these receipts automatically.
This can save you a lot of time as well as money on paper especially if you have a lot of receipts to scan. It will also free up some space in your office as there won’t be piles of discarded receipts lying around every day. You may also save on filing costs if you don’t need to file any paper copies. One downfall is that you will still need to have access to a scanner, but many offices already have scanners, so this may not be an issue.
These two tops are very similar, so it makes sense to integrate them. Businesses who use Customerly can pay $10 a month for Expensify and get unlimited reimbursement requests from their employees. They can also manage their team's expenses from one place. This can be useful if you are a small business that has a limited budget for expenses or if you want to keep things simple and don’t want to have multiple apps running at once.
One advantage of having these two apps combined together is that you don't have to spend time creating your own invoicing system as everything can be done from one place. Invoices can be created automatically with the click of a button when an expense has been uploaded and approved by management. This saves a lot of time and reduces the chance of errors occurring as well as speeding up the process overall.
Integrating these two apps together can make things much simpler and quicker for businesses. Businesses can get rid of many unnecessary expenses, such as postage fees, printing costs, storage fees, etc., as they won’t need to print out any receipts or store anything anymore because everything will be stored online. Another positive side effect is that employees won’t need to print and scan their own receipts which saves them time and money on ink cartridges. This saves employers money by reducing the amount of ink cartridges they have to buy and it saves employees money by reducing how often they need to replace their ink cartridges as well as how often they need to go out and buy more printer paper. Employees won’t need to spend time filing receipts either so this saves them more valuable time.
All things taken into consideration, integrating Customerly and Expensify together is worth considering as it can save both time and money for businesses and employees alike.
The process to integrate Customerly 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.