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DEAR Inventory + Expensify Integrations

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

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About DEAR Inventory

DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.

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 ways to Integrate DEAR Inventory + Expensify

  • DEAR Inventory Expensify

    DEAR Inventory + Expensify

    Export Report to PDF in Expensify when New Customer OR Updated Customer is created in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory New Customer OR Updated Customer
     
    Then do this...
    Expensify Export Report to PDF
  • DEAR Inventory Expensify

    DEAR Inventory + Expensify

    Create Expense Report to Expensify from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory New Customer OR Updated Customer
     
    Then do this...
    Expensify Create Expense Report
  • DEAR Inventory Expensify

    DEAR Inventory + Expensify

    Create Single Expense to Expensify from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory New Customer OR Updated Customer
     
    Then do this...
    Expensify Create Single Expense
  • DEAR Inventory Salesforce

    DEAR Inventory + Salesforce

    Add DEAR Inventory customers to Salesforce as new contacts Read More...
    Close
    When this happens...
    DEAR Inventory New Customer OR Updated Customer
     
    Then do this...
    Salesforce Create Record
    Maintain the accuracy of your customer datasets in your CRM and inventory management software. When a new customer is added to the DEAR Inventory, create a matching record in Salesforce so lead information can be sent directly to sales reps for follow up. Once active, this integration will automatically create a new contact in Salesforce for every new DEAR customer. This integration is perfect if you want to create your own personalized workflow of Salesforce data.
    How This DEAR - Salesforce Integration Works
    • A new customer is added to DEAR
    • Appy Pie Connect adds a new contact to Salesforce
    What You Need
    • DEAR account
    • Salesforce account
  • DEAR Inventory Gmail

    DEAR Inventory + Gmail

    Create Draft to Gmail from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory New Customer OR Updated Customer
     
    Then do this...
    Gmail Create Draft
  • DEAR Inventory {{item.actionAppName}}

    DEAR Inventory + {{item.actionAppName}}

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

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

    Triggers
  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

    Actions
  • Create Invoice

    Create Sales Invoice

  • Create Sale

    Create a new sale.

  • Create Sale Order

    Create Sales order.

  • Create Sale Quote

    Creates a sales quote.

  • 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 DEAR Inventory & Expensify Integrations Work

  1. Step 1: Choose DEAR Inventory 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 DEAR Inventory to Expensify.

    (2 minutes)

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

Integration of DEAR Inventory and Expensify

DEAR Inventory

DEAR Inventory is an online inventory management software that helps you keep track of your inventory. It provides you with real-time updates of current stocks, and therefore, gives you the ability to make decisions based on the latest information. DEAR Inventory allows you to create and manage multiple users, and it also has a feature that allows you to share information with multiple users. The product comes with features such as purchase orders, serial numbers, quantity changes, and more.

Expensify

Expensify is an online expense management software that helps you automate your expenses, and therefore, save time. The software provides real-time reports to keep you informed about your expenses. It is available for both iOS and Android devices. It allows you to snap photos of receipts using your smartphone camera, and then automatically uploads them to your Expensify account. The software automatically extracts the data from your receipts, and also calculates your expenses. It lets you keep track of budgets, and also categorizes all your expenses to help you analyze how you spend money.

Integration of DEAR Inventory and Expensify

Integration of DEAR Inventory and Expensify allows you to keep track of your inventory in real-time. You can update quantities or serial numbers whenever you need to, and therefore, can make decisions based on the latest information. For example, if you are using DEAR Inventory for monitoring your inventory, and if there is a shortage in any item, you can use the information from DEAR Inventory to order a new batch of that item without having to wait for an update from your supplier.

Benefits of Integration of DEAR Inventory and Expensify

Integration of DEAR Inventory and Expensify offers several benefits, including:

Real-time inventory updates. DEAR Inventory allows you to update your inventory in real-time. With integration of DEAR Inventory and Expensify, you can update your inventory in real-time and take necessary steps when there is a shortage. This way, you do not have to wait until the next month or the next week to find out that there is a shortage in any item. You can maintain a healthy stock of all items. Cost effective. Integration of DEAR Inventory and Expensify can help you reduce costs. If there is a shortage in any item, you can use information from DEAR Inventory to order a new batch of that item without having to wait for an update from your supplier. This way, you do not have to waste time waiting for an update from your supplier, which may cause a delay in ordering a new batch of items. Time saving. Integration of DEAR Inventory and Expensify can save you time. If there is a shortage in any item, using information from DEAR Inventory will help you order new batches in real-time without having to wait for an update from your supplier. This way, you do not have to waste time waiting for an update from your supplier, which may cause a delay in ordering a new batch of items. Completeness. Integration of DEAR Inventory and Expensify makes sure that all the products that are stored in the warehouse are complete (not missing any items. This way, you do not have to worry about missing any item while packing or shipping goods to customers.

By integrating DEAR Inventory and Expensify, you can keep track of your inventory in real-time. You can also save time and reduce costs by ordering new batches in real-time when there is a shortage in any item.

The process to integrate DEAR Inventory 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.