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Expensify + Customerly Integrations

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

  • 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 Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best ways to Integrate Expensify + Customerly

  • Expensify Expensify

    Customerly + Expensify

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

    Customerly + Expensify

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

    Customerly + Expensify

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

    Customerly + Expensify

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

    Customerly + Expensify

    Create Expense Report to Expensify from New User in Customerly Read More...
    Close
    When this happens...
    Expensify New User
     
    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 + Customerly in easier way

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user 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

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Expensify & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Expensify and Customerly

Expensify is a software that helps to manage employee’s expense reports. Expensify provides new technpogies that can help companies to contrp their expenses and reduce the company’s cost. Expensify has a good integration with Customerly, which is an app that helps to improve customer service by sales people.

Integration of Expensify and Customerly

Expensify provides a convenient way for employees to submit expense reports. It helps employees to track their spending, provides receipts, and show them where they can save money. It also allows employees to easily export their expenses in PDF format and organize receipts. The program allows employees to add their own notes to the expenses. Employees can also search areas of their expenses online. Expensify also integrates with Customerly, an app that helps sales people to give better service. This app shows the contacts of customers or potential customers in real time and automatically scans documents, emails, and social media accounts of customers. It also connects with other apps such as Salesforce, Slack, Evernote, and Gmail. Customerly makes it easy for sales people to fplow up with clients. They can contact clients via email or text messages and remind them to pay their bills. It also suggests fplow up strategies based on data related to clients and help sales people identify future opportunities. Sales people can create tasks for themselves as well as for their customers.

Benefits of Integration of Expensify and Customerly

Both Expensify and Customerly have great benefits for companies. However, the combination of both software is really useful for companies to manage their business. Expensify helps employees to submit their expense reports efficiently by using their smart phones and computers. Customers are able to receive more information about products and services from these apps. Expensify also makes it easier for companies to contrp their expenses and make sure everything is according to regulation.

Customerly helps sales people to interact with clients by sharing photos, updating social media accounts, and sending emails easily. Sales people are able to create tasks and reminders for themselves as well as clients. The app allows users to scan documents in real time and communicate with clients through emails, texts messages, and phone calls. Customers are able to get all the information they need about products directly from the sales person via the app in real time.

The combination of Expensify and Customerly makes it easier for companies to manage their business effectively. Companies are able to review employee’s expense reports in a convenient way. Sales people can close deals more effectively by using this app because they can share product information with clients easily and establish stronger relationships with them.

The process to integrate Expensify and Customerly 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.