Integrate Expensify with Chatter

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

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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 Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

Want to explore Expensify + Chatter quick connects for faster integration? Here’s our list of the best Expensify + Chatter quick connects.

Explore quick connects
Connect Expensify + Chatter in easier way

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

  • Triggers
  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

  • 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

  • New Post in Feed Action

    Create a new post in your Chatter feed.

How Expensify & Chatter 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 Chatter 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 Chatter.

    (2 minutes)

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

Integration of Expensify and Chatter

Expensify?

Expensify is a web-based service that allows employees to track their business expenses. It allows employees to upload receipts and track expenses related to flights, hotels, rental cars, and more. The service also includes tops such as a mileage tracker, a receipt scanner, and expense reports. Expensify was founded in 2008 by David Barrett. The company is currently in San Francisco California.

Chatter?

Chatter is a Workplace cplaboration top from Salesforce.com. It helps companies to share information and cplaborate with each other. It allows employees to share files, ask questions, create tasks, and plan events. Customers can also use Chatter to stay up to date on product releases, promotions, and new services. Chatter integrates with other Salesforce products including Sales Cloud, Service Cloud, Analytics Cloud, and Community Cloud. This lets customers connect with each other and with the data they have stored in those applications. Chatter is available on the Web as well as on mobile devices.

Integration of Expensify and Chatter

Expensify and Chatter are two different products. However, both products are used in the workplace, so it makes sense for them to work together. For example, if an employee were to send an expense report with Expensify, he could then post it to the Chatter feed for all employees or managers to see. This would save time because instead of having to make multiple emails or go to several places to post the expense report, he could just do it once. Also, it would improve communication within the workplace because everyone would get an email notification letting them know when there is a new expense report posted in the feed. This would eliminate confusion about who paid for what and when payments were made. Another benefit of integrating these two products is that Expensify could automatically update Chatter feeds whenever someone submits an expense report through Expensify. In addition, if an employee needed a receipt for something he purchased that was not tracked by Expensify, he could use his mobile device to take pictures of the receipt using Chatter's mobile app, upload the pictures to Chatter, and then use Expensify to upload the picture of the receipt to be turned into a PDF. This would allow employees to submit their expense reports electronically without having to print out their receipts first.

Benefits of Integration of Expensify and Chatter

Integration of Expensify and Chatter will help businesses improve communication between employees and reduce confusion about who paid for what and when payments were made. Employees will be able to submit expense reports electronically saving time and money because they will not have to print out their receipts before submitting an expense report. Employees will also be able to submit their expense reports from anywhere using their Mobile Device, which will allow employees to submit expense reports while they are traveling for business trips or vacations. Employees will also be able to view any new expense reports posted in the Chatter feed in real time like they can view updates from any other Salesforce application that uses Chatter as its Social Networking platform.

The process to integrate Expensify and Chatter 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am