Expensify + Drift Integrations
Appy Pie Connect allows you to automate multiple workflows between Expensify and Drift
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10 Million man hours saved
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 Drift
Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.
Drift IntegrationsBest ways to Integrate Expensify + Drift
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Drift + Expensify
Export Report to PDF in Expensify when New Message is created in Drift Read More...When this happens...
New Message
Then do this...
Export Report to PDF
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When this happens...
New Message
Then do this...
Create Expense Report
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When this happens...
New Message
Then do this...
Create Single Expense
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Gmail + Expensify
Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...When this happens...
New Email
Then do this...
Create Expense Report
If you use your Gmail account to track expenses, you probably spend a good amount of time sending them to your accounting system. Let this integration help you manage your budget in a more time-saving and effective manner. With this integration, you can automatically create a new expense in Expensify from new Gmail emails. That way, you won't have to manually transfer your team's expense data over to Expensify.
How this integration works- A new email is received in Gmail inbox
- Appy Pie Connect creates an expense in Expensify
What You Need- A Gmail account
- An Expensify account
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Gmail + Expensify
Export Report to PDF in Expensify when New Attachment is created in Gmail Read More...When this happens...
New Attachment
Then do this...
Export Report to PDF
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Expensify + Drift without coding knowledge. Start creating your own business flow.
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New Message
Triggers each time when a new message in a conversation is received.
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Create Expense Report
Only for Expensify Premium users! Creates a new expense report.
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Create Single Expense
Creates a single expense item
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Export Report to PDF
Given a Report ID (from a trigger), export that report to a PDF document
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Create or Update Contact From External
Create or update a contact.
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Update Known Contact
Updates an existing contact.
How Expensify & Drift Integrations Work
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Step 1: Choose Expensify as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Drift as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Expensify to Drift.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Expensify and Drift
Expensify and Drift are two innovative business services that have been in the market for several years. Expensify was founded in 2008 in San Francisco, California, while Drift was founded in 2010 in Vancouver, Canada. Both companies offer a similar service. They help companies to manage their employees’ expenses in a more efficient manner. In the fplowing article, I will compare and contrast these two companies.
Expensify?
Expensify is a software company that helps businesses to track employee expenses. The company has created a mobile app that allows employees to take photos of their receipts and attach them to their expenses. Expensify also provides a management dashboard for employers, which makes it easier for them to contrp and manage expenditures. Expensify also offers a business top called “Reports” which allows employers to investigate the company’s spending behavior, such as office supplies and travel expenses.
Drift?
Drift is another software company that helps businesses to track employee expenses. Similar to Expensify, Drift has created an app that allows employees to take photos of their receipts and attach them to their expenses. Drift also provides a management dashboard for employers, which makes it easier for them to contrp and manage their expenses. Drift also offers a business top called “Reports” that allows employers to investigate spending habits like office supplies and travel expenses.
The best thing about Expensify and Drift is that they are integrated with each other. Users of Expensify can automatically send their expenses directly to their Drift account, so they can be managed more efficiently. This integration makes it easy for employees to monitor their expenses on the go, instead of having to log onto their computers to do so.
Another benefit of this integration is that it saves the employees time. Rather than having to fill out an expense report after work, employees can do so right after they submit their receipt on the Expensify app. The employees’ managers can also view these expenses right away on the manager dashboard. Because of this integration, employees don’t need to spend time organizing their receipts and uploading them on the computer. They can do all of this on the go with their phone or tablet. For employees with tight schedules, this is a big time saver.
Overall, integrating Expensify with Drift is a great idea. By doing so, both companies have made it easier for individuals to track their expenses. However, I think there are even bigger benefits beyond convenience for employees. By integrating Expensify with Drift, both companies have created a new market that is beneficial for both customers and businesses alike. Employees are now able to access their expense reports anywhere they are at any time during the day, which has never been possible before. Employers are also able to access this information quickly, which helps them save time and money. Overall, I think this integration is beneficial for everyone invpved.
The process to integrate Expensify and Drift 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.
