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Expensify + Intercom Integrations

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

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  • 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 Intercom

Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.

Intercom Integrations
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Best ways to Integrate Expensify + Intercom

  • Expensify Expensify

    Intercom + Expensify

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

    Intercom + Expensify

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

    Intercom + Expensify

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

    Intercom + Expensify

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

    Intercom + Expensify

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

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

    Triggers
  • New Conversation

    Triggers when a new conversation is created by a user in Intercom.

  • 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

  • Create/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

  • Create/Update User

    Update a user within Intercom given their e-mail address.

  • Send Incoming Message

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

How Expensify & Intercom 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 Intercom 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 Intercom.

    (2 minutes)

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

Integration of Expensify and Intercom

In order to use Expensify and Intercom, users have to integrate them together. Users can do this by entering the API credentials of both the applications in their accounts. The integration will facilitate the communication between both the applications. For example, a user is using Intercom through email on a project. If he or she updates the expenses using Expensify, he or she is notified about the same through an email. From there, the user can manage the details of the expenses.

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Integration of Expensify and Intercom

The integration of Expensify and Intercom is done through the use of API credentials. The developer can integrate both the applications by entering their API keys into their account settings under Integrations section. It will not take more than 10 minutes to integrate both the applications. After that, the user can start using both the applications in different ways.

Benefits of Integration of Expensify and Intercom

The benefits of integrating Expensify and Intercom are as fplows:

Better Communication . According to the survey conducted by the Expensify team, 96 percent of the respondents said that integration with Intercom helped them communicate better with their coworkers.

. According to the survey conducted by the Expensify team, 96 percent of the respondents said that integration with Intercom helped them communicate better with their coworkers. Workflow Automation . This is one of the major benefits of integrating Expensify and Intercom. The integration helps automate your workflow so that you can focus on other important tasks.

. This is one of the major benefits of integrating Expensify and Intercom. The integration helps automate your workflow so that you can focus on other important tasks. Better Communication . Another benefit of integrating Expensify and Intercom is better communication. When you integrate these two applications, it will notify you if there are any changes in expenses. Also, you will receive notifications regarding your expenses through different channels like email, text message, Slack, etc.

. Another benefit of integrating Expensify and Intercom is better communication. When you integrate these two applications, it will notify you if there are any changes in expenses. Also, you will receive notifications regarding your expenses through different channels like email, text message, Slack, etc. Easy Access . Another benefit of integrating Expensify and Intercom is easy access. You can access all your data from a single place so that there are no difficulties in accessing your data. Moreover, if there is an update on your expense report, you will receive a notification. This helps save time as well as money because there are no delays in receiving reports or getting feedback.

. Another benefit of integrating Expensify and Intercom is easy access. You can access all your data from a single place so that there are no difficulties in accessing your data. Moreover, if there is an update on your expense report, you will receive a notification. This helps save time as well as money because there are no delays in receiving reports or getting feedback. Reduced Time . Since you do not have to log onto multiple applications to check for any updates, you can save time which can be utilized elsewhere. This will also help reduce unnecessary errors which may arise due to manual reconciliation of data among different applications.

. Since you do not have to log onto multiple applications to check for any updates, you can save time which can be utilized elsewhere. This will also help reduce unnecessary errors which may arise due to manual reconciliation of data among different applications. Improved Data Quality. There is an improvement in data quality since you do not have to enter the data manually in different applications separately. Thus, you can get accurate data regarding your project expenses which will help you make better business decisions in future. Also, when you have a single application integrated with another application, then manually updating them separately becomes a hassle-free task and not time-consuming anymore.

Conclusion

Expensify is a great top for tracking expenses while using a software like Intercom is also helpful in managing customer engagement at a large scale. Therefore, it becomes necessary to integrate these two applications so that one can manage all his or her project related activities with ease and convenience.

The process to integrate Expensify and Intercom 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.