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Expensify + Apptivo Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate Expensify + Apptivo

  • Expensify Expensify

    Apptivo + Expensify

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

    Apptivo + Expensify

    Create Expense Report to Expensify from New Lead in apptivo Read More...
    Close
    When this happens...
    Expensify New Lead
     
    Then do this...
    Expensify Create Expense Report
  • Expensify Expensify

    Apptivo + Expensify

    Create Single Expense to Expensify from New Lead in apptivo Read More...
    Close
    When this happens...
    Expensify New Lead
     
    Then do this...
    Expensify Create Single Expense
  • Expensify Expensify

    Apptivo + Expensify

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

    Apptivo + Expensify

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

    Expensify + {{item.actionAppName}}

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

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

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    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

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Expensify & Apptivo 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 Apptivo 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 Apptivo.

    (2 minutes)

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

Integration of Expensify and Apptivo

With the increasing demand for mobile app, mobile app development has become very popular these days. Apptivo is a cloud based accounting software which is used by small and medium sized businesses, freelancers, and independent professionals. Expensify is one of the best expense management software which is used by millions of users around the world to track their business travel expenses. The companies like Apptivo and Expensify are working on providing efficient sputions for small and medium-sized businesses (SMB. to manage their business expenses. It is a good idea to integrate both the services to improve the efficiency of small and medium-sized businesses.

Integration of Expensify and Apptivo

Apptivo is a cloud-based accounting software for small and medium sized businesses. It provides an easy way to track the business expenses of the company. Some of its features include accounts payable, accounts receivable, inventory, purchase orders, inventory management, job costing, project management, payrpl accounting, time tracking, invoicing, inventory contrp, purchase orders, market analysis, sales analytics, and customer relationship management. Expensify is a cloud based expense management software which was originally designed for freelancers and independent contractors. It provides a simple way to track business expenses and then submit those expenses to a variety of different accounts. The users can use the seamless integration between Apptivo and Expensify to save time and money for their business.

Expensify has a feature where users can enter their business expenses directly from their smartphone. When they submit those expenses from their smartphone apps, they can automatically import those receipts into their accounts payable system. With the help of this feature, the users can easily track their expenses and submit those expenses to their accounts payable system along with the receipt images. They can also send those receipts and expense reports via email or SMS or print them out.

The users of Apptivo can use the seamless integration with Expensify to track their business travel expenses through Expensify’s mobile app. When they track their business travel expenses through Expensify’s mobile app, they can automatically upload those expense reports into their accounts payable system through the seamless integration with Apptivo. Through this integration, the users of Apptivo can save time and money for managing their business expenses. Expensify’s mobile apps for iOS and Android provide an interface that allows users to manage all their company finances and expense reports on the go without having to worry about data loss or theft.

Benefits of Integration of Expensify and Apptivo

Integrating Apptivo and Expensify can be helpful in many ways like:

Expenses Management. Expenses Management helps the business owners to manage business expenses easily as they can track those expenses from anywhere using either desktop or mobile applications. Through this integration, they can track their travel expenses using Expensify’s mobile app and automatically import those travel expense reports into their accounts payable system through Apptivo’s mobile app. This feature helps them to save time and money for managing their business expenses.

Expenses Management helps the business owners to manage business expenses easily as they can track those expenses from anywhere using either desktop or mobile applications. Through this integration, they can track their travel expenses using Expensify’s mobile app and automatically import those travel expense reports into their accounts payable system through Apptivo’s mobile app. This feature helps them to save time and money for managing their business expenses. Mobile App. Through the integration of Apptivo and Expensify’s mobile apps, the users will get an option to track their business expenses by simply snapping photos of their receipts and submitting them directly from the device instead of entering every receipt manually into an expense report application each time they submit it. This helps them to save time and improve productivity.

Through the integration of Apptivo and Expensify’s mobile apps, the users will get an option to track their business expenses by simply snapping photos of their receipts and submitting them directly from the device instead of entering every receipt manually into an expense report application each time they submit it. This helps them to save time and improve productivity. Backup/Archived Data. Integration of Apptivo and Expensify helps in backup/archived data because if any problem arise in any one of this service then users will have access to other backup data from other service. For example if any problem in Apptivo then user have access to Expensify’s backup data. In this way users don’t have to worry about any data loss or theft because they have access to other service’s backup data so in case if any problem arise in one service then user have access to another service’s data so they don’t have to worry about data loss or theft.

Integration of Apptivo and Expensify helps in backup/archived data because if any problem arise in any one of this service then users will have access to other backup data from other service. For example if any problem in Apptivo then user have access to Expensify’s backup data. In this way users don’t have to worry about any data loss or theft because they have access to other service’s backup data so in case if any problem arise in one service then user have access to another service’s data so they don’t have to worry about data loss or theft. Attractive Features. Integrations brings some attractive features for users like when they use both app together then user get some unique features like if user use both apps together then user can get some faxing features on both platforms so user don’t need any more fax machine for sending faxes only thing that user need is just laptop or computer or smart phone or tablet that supports internet connection then user can send faxes without having fax machine at home this will help user not only saving money but also valuable space on table at home for other things like books etc…

The process to integrate Expensify and Apptivo 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.