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Expensify + Adobe Sign Integrations

Syncing Expensify with Adobe Sign is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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.

About Adobe Sign

Adobe Sign is a cloud-based service that lets an individual or organization send, secure, track, and manage e-signature processes.

Adobe Sign Integrations
Connect Expensify + Adobe Sign in easier way

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

    Triggers
  • Document Signed

    Triggers when a new document signed

    Actions
  • 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

  • Send Agreement

    Creates an agreement. Sends it out for signatures.

How Expensify & Adobe Sign Integrations Work

  1. Step 1: Choose Expensify 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 Adobe Sign 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 Expensify to Adobe Sign.

    (2 minutes)

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

Integration of Expensify and Adobe Sign

Let’s be honest, the person reading this article probably has no idea who Expensify or Adobe Sign is. So I’ll introduce both of these companies to you. Expensify is a web-based software for and by small businesses, which allows employees to submit their expense reports online. These expenses are then approved and entered into the accounting software by managers. This software was founded in 2008 in San Francisco, California by David Barrett and Christian Glatt.

Adobe Sign is a cloud-based electronic signature service provided by Adobe Systems. This application allows for users to electronically sign PDF documents. It also allows for users to digitally return documents through email, using a link embedded in the document. It was founded in 2010 in San Jose, California by Doug Bradbury, Ian Crichton, and Ron Markezich.

In fact, Adobe Sign was founded as a product of the company Strobe, which was acquired by Adobe in 2010. In 2012, Adobe Systems announced at their annual MAX conference that they were planning on embedding Adobe Sign into their products. In 2013, Adobe announced that they would be discontinuing their support for Air-based products, including Adobe Sign. In February 2014, Adobe Systems released a new version of Adobe Sign, which would be fully hosted in the cloud.

Now that you know what Expensify and Adobe Sign are, I will now explain how they work together and why they should be integrated into one program. One of the main reasons these companies should be integrated is because it allows for more efficient communication within a company. Now instead of having to open up multiple applications just to submit an expense report or sign a document, you only need one application.

Another reason these two companies should be integrated is because it allows for real-time communication between employees, clients, managers, etc. For example, if someone is submitting an expense report in Expensify and there is a discrepancy with their report, the manager can contact the employee via Adobe Sign and ask them about the discrepancy. Another example is if a client needs to sign an agreement in Adobe Sign, it will allow employees to send a notification to their manager to approve or deny the request. The manager can respond back to the employee in real time.

The last reason these two companies should be integrated is because it will allow many processes to become much more efficient. With these two applications integrated together, employees can submit their expense report and sign an agreement all from one application, instead of having to go between multiple applications. Integrating these two applications will allow for data to be stored in one place instead of two different places. This will save time and money.

I hope you found this article interesting and informative on why Expensify and Adobe Sign should be integrated into one program. If you have any comments or questions, please feel free to leave them in the comments section below.

The process to integrate Expensify and Adobe Sign 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.