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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

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

Introduction:

DEAR Inventory is a cloud-based inventory management system that helps you track an item’s location and other information in real time (DEAR, 2018. It can be integrated with other third party applications like Expensify.

The problem

Expensify is an online expense management software application that allows its users to scan or manually enter receipts, which are then matched against the user’s credit card statements and other transactions. The program then creates reports and tracks expenses for the user (Expensify, 2018.

For many small business owners, it is difficult to reconcile their cash flow with their actual expenses. This is because they are not aware of how much they have spent on certain purchases and how much money has been left over after these purchases. This leads to inaccurate accounting.

Integration of DEAR Inventory and Expensify:

DEAR Inventory can be integrated with Expensify and this integration will allow both applications to perform more efficiently. For example, when a purchase is made using Expensify, DEAR Inventory can be automatically updated with the information about the product or service bought using Expensify. At the same time, DEAR Inventory can also inform Expensify if the item purchased was already carried in the inventory. This way, Expensify will know not to include this item in its reports. These two applications can also be integrated with QuickBooks, so that all financial information is in one place (QuickBooks, 2018.

Benefits of Integration of DEAR Inventory and Expensify:

There are several benefits of integrating DEAR Inventory and Expensify. One benefit is that it will help small business owners keep track of their finances. They will be able to see all relevant financial data in one place, which will enable them to make informed decisions about their business. Another benefit is that if DEAR Inventory and Expensify are integrated, it will be easier to reconcile accounts. Business owners will also be able to avoid accounting errors. This will help them save time and money that would otherwise have been spent on correcting accounting mistakes (Intuit, 2018.

In conclusion, integrating DEAR Inventory and Expensify can help small business owners improve the way they manage their finances. This integration will allow them to have access to all relevant financial data in one place and will make accounting easier for them.

The process to integrate DEAR Inventory and Evernote 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.