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.
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 connectsIt's easy to connect Expensify + CloudTalk without coding knowledge. Start creating your own business flow.
Triggers when call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
Only for Expensify Premium users! Creates a new expense report.
Creates a single expense item
Given a Report ID (from a trigger), export that report to a PDF document
Create a contact.
Update an existing contact.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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 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:
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.
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.
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