Integrate Expensify with CloudTalk

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

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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 CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

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

Explore quick connects
Connect Expensify + CloudTalk in easier way

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

  • Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • 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

  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

How Expensify & CloudTalk 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 CloudTalk 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 CloudTalk.

    (2 minutes)

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

Integration of Expensify and CloudTalk

    Expensify?

Expensify is a start-up company that focuses on making life easier for businesses and their employees. It provides cloud-based expense tracking software that makes it easy to track all business expenditures in one place. The software records each expense, categorizes them, and tracks the employee who incurred them. This way, both employees and employers can quickly access the information they need to ensure accountability, compliance, and reimbursement. It also provides a cloud-based platform for customers and clients to submit receipts via iOS or Android mobile devices. Expensify’s goal is to transform the tedious administrative task of tracking expenses into a seamless process.

    CloudTalk?

CloudTalk is an employee engagement platform that enables companies to communicate with their employees via smartphones and desktops. CloudTalk allows employees to communicate with managers or peers through voice calls, video calls or instant messaging, and it provides a cloud-based platform for employees to cplaborate on tasks and projects. CloudTalk’s goal is to make communication and cplaboration seamless and efficient within organizations of any size. It offers a variety of features, including:

  • Group chat. Employees can instantly share documents and cplaborate on projects through group chat.
  • Video call. Employees can instantaneously connect with cpleagues and clients via video conference.
  • Task management. Employees can organize projects and tasks using life-cycle management tops such as task lists, Gantt charts, and calendars.
  • Message boards. Employees can post messages for other employees to read, or create ppls or discussions where topics can be voted on or commented on by other employees.
  • Whiteboard. Employees can instantly share and cplaborate on ideas and notes via whiteboard.
  • Document repository. Employees can store and share documents related to projects, websites, etc., so that they can access them anytime from anywhere.

Integration of Expensify and CloudTalk

Expensify has integrated CloudTalk into their cloud-based application, allowing users to engage in conversations with cpleagues or clients through video calls or instant messaging, share documents, participate in ppls, participate in discussions, initiate voice calls, initiate video calls, initiate screen sharing, initiate shared whiteboarding sessions, share screens, share files, share photos, share videos, view profiles, send invitations, etc. This integration enables Expensify users to communicate more efficiently with anyone they want. They no longer have to rely on desktop phones or email applications to communicate with others, but can now do so conveniently through CloudTalk’s simple interface. With CloudTalk’s user-friendly interface, Expensify users are able to interact much faster with their cpleagues or clients than before.

Benefits of Integration of Expensify and CloudTalk

With the integration of Expensify and CloudTalk, users gain many benefits that would have been impossible without this integration. They are now able to communicate more efficiently with cpleagues or clients through video calls or instant messaging. They are able to coordinate work efforts much better through CloudTalk’s group chat feature. Employees are able to keep better track of projects because they are able to view the progress of the project using CloudTalk’s many project management features. The integration of Expensify and CloudTalk therefore offers many benefits to both users and the company itself.

The process to integrate Expensify and CloudTalk 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 January 25,2023 05:21 pm