Expensify + kanban Tool Integrations
Appy Pie Connect allows you to automate multiple workflows between Expensify and kanban Tool
- No code
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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 kanban Tool
Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.
kanban Tool IntegrationsBest ways to Integrate Expensify + kanban Tool
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kanban Tool + Expensify
Export Report to PDF in Expensify when New board is created in kanban Tool Read More...When this happens...
New board
Then do this...
Export Report to PDF
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kanban Tool + Expensify
Create Expense Report to Expensify from New board in kanban Tool Read More...When this happens...
New board
Then do this...
Create Expense Report
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kanban Tool + Expensify
Create Single Expense to Expensify from New board in kanban Tool Read More...When this happens...
New board
Then do this...
Create Single Expense
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kanban Tool + Expensify
Export Report to PDF in Expensify when New workflow stage is created in kanban Tool Read More...When this happens...
New workflow stage
Then do this...
Export Report to PDF
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kanban Tool + Expensify
Create Expense Report to Expensify from New workflow stage in kanban Tool Read More...When this happens...
New workflow stage
Then do this...
Create Expense Report
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Expensify + kanban Tool without coding knowledge. Start creating your own business flow.
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New activity on a board
Triggers when a new activity on a board is made.
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New board
Triggers when a new board is created.
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New card type
Triggers when a new card type is defined for a board.
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New checklist item
Triggers when a new checklist item is added to a task.
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New comment
Triggers when a new comment is added to a task.
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New swimlane
Triggers when a new swimlane is created for a board.
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New task
Triggers when a new task is added.
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New workflow stage
Triggers when a new workflow stage is created for a board.
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Task archived
Triggers when a task is archived.
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Task moved
Triggers when a task is moved to another workflow stage or swimlane.
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Task updated
Triggers when a task is updated.
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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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Archive task
Archives a specific task.
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Complete checklist item
Completes an existing checklist item on a task.
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Create checklist item
Creates a new checklist item on a task.
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Create comment
Writes a new comment on a specific task.
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Create task
Creates a new task on a specific board.
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Delete checklist item
Deletes a checklist item from a task.
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Delete task
Deletes a specific task.
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Move task
Moves a specific task between workflow stages and swimlanes.
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Update task
Updates a task's name, description, due date or other details.
How Expensify & kanban Tool 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 kanban Tool 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 kanban Tool.
(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 kanban Tool
Expensify
Expensify is a web based application that helps employees to track their travel expenses. Expensify has been described as the easiest way to expense your business travel. It is a simple and easy to use top that helps users to get reimbursed for their trips. It offers an iterative reporting with graphs, charts and export to PDF feature.
Kanban is one of the tops that help to improve efficiency of the team and reduces time spent on the tasks. Kanban is a Japanese word which means “signboard” or “billboard.” Kanban helps in visualizing work in progress and is used in Lean manufacturing.
There are many ways in which Kanban can be integrated with Expensify. Some of them are mentioned below:
- Kanban for Project Teams
Kanban can be used for project teams by using cycle times as measure instead of effort when tracking progress. This will help in monitoring work in progress and make sure that work is not blocked.
- Expense reports become Work items
Expense reports can be represented as work items. Expense reports will become work items when they come into kanban system. Work items will be processed and removed from the list once they are completed. This process will help to eliminate amount of unfinished work which will lead towards better productivity.
- Use Jira for Expense reports management
Jira is an advanced problem tracking software that allows to manage issues, bugs, tasks, etc. It can be used for managing expense reports. Users can enter expense report details such as date, purpose, amount and add comments while submitting it. When they submit the report they will be able to see the comments being added on the card. This will help the user to know what other users have commented while they were submitting the report. On the other hand, other users will be able to see the comments entered by others while submitting their reports. This will help to reduce amount of duplicates submitted expense reports. Data can be reported by using various metrics like average number of expense reports for a month or average amount of expenses for a month. This will ensure that no duplicates gets submitted and if any duplicate is submitted then it will be easy to spot them out and revert them back because the data will be available in the system in form of graphs, charts and so on. The reports can be generated using this data in form of graphs, charts, pivot tables and so on.
- Expenses becomes Requests
When Expenses comes into system they become requests which are placed in backlogs. These requests are further assigned to members who need to perform those requests(Expenses. This process will enable team members who need to perform certain requests to be notified about their request so they can start working on them immediately instead of forgetting about them and doing them just before deadline. They will also be aware when their request is completed. This process will reduce time spent on planning and communicating among team members as well as increase productivity. A board is usually used to view all requests and assign them as per priority and importance. This will help in improving efficiency of team members by making sure that they don’t need to do unnecessary work or work that someone else has already done. It will also reduce time spent on reaching consensus among team members because if anyone needs something from someone it will be easy to just notify him/her about that without going through whpe team communication process which may take more time than needed for completing task and at end result may not even be productive for task completion anyway.
The process to integrate Expensify and kanban Top 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.
