Integrate Expensify with Daylite

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

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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 Daylite

Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.

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

Explore quick connects
Connect Expensify + Daylite in easier way

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

  • Triggers
  • Appointment Updated

    Triggers when a new appointment is updated in Daylite.

  • Company Updated

    Triggers when a new company is updated in Daylite.

  • Form Updated

    Triggers when a Daylite form is updated.

  • New Appointment

    Triggers when a new appointment is created in Daylite.

  • New Company

    Triggers when a new company is created in Daylite.

  • New Form

    Triggers when a new form is created in Daylite.

  • New Note

    Triggers when a new note is created in Daylite.

  • New Opportunity

    Triggers when a new opportunity is created in Daylite.

  • New Person

    Triggers when a new person is created in Daylite.

  • New Project

    Triggers when a new project is created in Daylite.

  • New Task

    Triggers when a new task is created in Daylite.

  • Opportunity Updated

    Triggers when a new opportunity is updated in Daylite.

  • Person Updated

    Triggers when a new person is updated in Daylite.

  • Project Updated

    Triggers when a new project is updated in Daylite.

  • Task Updated

    Triggers when a new task is updated in Daylite.

  • Updated Note

    Triggers when a new note is updated in Daylite.

  • 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 Appointment

    Creates a new appointment.

  • Create Company

    Creates a new company.

  • Create Note

    Creates a new Note.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Opportunity for Person

    Creates a new opportunity associated with a person or company.

  • Create Person

    Creates a new person and optionally an associated company.

  • Create Project

    Creates a new Project.

  • Create Task

    Creates a new task.

  • Update Appointment

    Modifies an appointment.

  • Update Company

    Modifies a company

  • Update Opportunity

    Modifies an opportunity.

  • Update Person

    Modifies a person.

  • Update Project

    Modifies a project.

  • Update Task

    Modifies a task

How Expensify & Daylite 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 Daylite 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 Daylite.

    (2 minutes)

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

Integration of Expensify and Daylite

Expensify is a business expense tracking service that allows employees to manage their expenses on the go. It is an application available on the App Store and Google Play, allowing employees to log their expenses using their phones. Expensify also allows companies to set up rules that dictate how employees should describe their purchases. These rules can be created with or without the aid of Expensify’s special coding language, which is called the Expensify Business Rules Language.

Daylite, on the other hand, is a cloud-based project management software for small businesses. It was originally created by Beagle Software in 2005, but was bought over by Microsoft in May of 2013. As of today, Daylite is still being developed by Microsoft. Daylite features are similar to those of other project management softwares, such as Trello and Basecamp, but Daylite’s main selling point is that it is web based, meaning that it works well with any device that has internet access. It is also more user friendly than other project management softwares.

When Expensify is integrated with Daylite, it allows employees to more easily track their expenses with the help of Daylite’s features. The integration allows employees to log their expenses in real time, instead of having to wait for the end of the week to see how much they have spent on items like food or travel. This integration also allows employees to use Daylite’s powerful search feature in order to find specific transactions in the Expensify app. Without this integration, employees would need to do research on Expensify before logging expenses in order to see if there were any existing rules that they could use in their expense submissions. This is time consuming and inefficient. With this integration, employees can simply search for rules in Daylite itself and apply them ASAP (as soon as possible.

The benefits of the integration include the fplowing:

  • We can now see our spending habits in Daylite
  • We can create Expense Rules in Daylite instead of Expensify
  • We can search for expenses in Daylite directly from Expensify (and vice versa)

Overall, the integration of Expensify and Daylite is extremely beneficial to both users and businesses because it creates an ecosystem where users can effectively manage their expenses and businesses can simplify their processes through automation.

The process to integrate Expensify and Daylite 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 November 09,2022 06:11 pm