Expensify + MailChimp Integrations
Appy Pie Connect allows you to automate multiple workflows between Expensify and MailChimp
- No code
- No Credit Card
- Lightning Fast Setup
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 MailChimp
MailChimp is all-in-one e-mail marketing platform that fits everything you need to know about your subscribers into one neat and organized place. Its powerful features and embeddable sign up forms help you build an engaged audience you can communicate with easily anywhere and anytime.
MailChimp IntegrationsLooking for the MailChimp Alternatives? Here is the list of top MailChimp Alternatives
-
MailerLite
-
Mailgun
-
Mailigen
-
SmartEmailing
Best ways to Integrate Expensify + MailChimp
-
MailChimp + Expensify
Export Report to PDF in Expensify when New Subscriber is created in MailChimp Read More...When this happens...
New Subscriber
Then do this...
Export Report to PDF
-
MailChimp + Expensify
Create Expense Report to Expensify from New Subscriber in MailChimp Read More...When this happens...
New Subscriber
Then do this...
Create Expense Report
-
MailChimp + Expensify
Create Single Expense to Expensify from New Subscriber in MailChimp Read More...When this happens...
New Subscriber
Then do this...
Create Single Expense
-
MailChimp + Expensify
Export Report to PDF in Expensify when Updated Subscriber is added to MailChimp Read More...When this happens...
Updated Subscriber
Then do this...
Export Report to PDF
-
MailChimp + Expensify
Create Expense Report from Expensify from Updated Subscriber to MailChimp Read More...When this happens...
Updated Subscriber
Then do this...
Create Expense Report
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Expensify + MailChimp without coding knowledge. Start creating your own business flow.
-
Cleaned Subscriber
Triggers when a cleaned subscriber
-
Click Report Members
Triggers when member click a link.
-
New Campaign
Triggers every time a new campaign is created or sent.
-
New List
Triggers when a new list is added.
-
New Subscriber
Triggers whenever a new subscriber is added to a list.
-
Unsubscribe Subscriber
Triggers when a unsubscribe subscriber
-
Updated Subscriber
Triggers whenever a subscriber is added or updated in a list.
-
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 Member Note
Adds a new note to an existing subscriber.
-
Add Subscriber to Segment
Add subscriber's email address to a static segment within a list. Note: the email address must already be subscribed to the list, or this will fail.
-
Add Subscriber to Tag
Add an email address to a tag within a list. Note: the email address must already be subscribed to the list, or this will fail.
-
Add/Update Subscriber
Add a new subscriber to a list of your choice. (Note: This Connect can be used to update an existing subscriber too.)
-
Create Campaign
Set up a campaign draft.
-
Send Campaign
Sends a campaign draft.
-
Unsubscribe Email
Unsubscribe an email address from your selected list.
How Expensify & MailChimp Integrations Work
-
Step 1: Choose Expensify as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick MailChimp as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Expensify to MailChimp.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Expensify and MailChimp
Expensify is a service that allows users to track their expenses, and it is a secure way to create expense reports. Expensify allows its users to attach receipts to the expense reports, which will be scanned and uploaded to the cloud. Users can also send out PDF copies of their receipt via e-mail or text messages.
MailChimp is a popular e-mail marketing software. It allows users to send e-mails in bulk to their subscribers. MailChimp provides clear documentation for its users, and it simplifies the process of creating e-mails with HTML code.
The integration of Expensify and MailChimp is beneficial because Expensify users can easily send out PDF copies of their receipts by adding MailChimp into Expensify. They can also send expense reports to their clients through MailChimp. This integration will help companies save time and resources when sending out their expense reports.
Expensify integrates with MailChimp by allowing users to send out PDF copies of their receipts through MailChimp.
- Adding MailChimp into Expensify
First, you’ll need to add your MailChimp API key to your account at https://www.expensify.com/account/api_keys/edit/mailchimp. Then, navigate to Settings > Integrations > Invoicing in the Expensify app and click “Connect your MailChimp account” under the MailChimp heading. You will then be asked to enter your MailChimp API key, as well as your MailChimp list ID and name. Once you have entered all of the information, click “Save Integration” at the bottom of the screen. Finally, your MailChimp list will appear on the list of accounts that you can send invoices to from within Expensify.
- Sending PDFs through MailChimp
In order to send out PDF copies of an invoice, go to the Schedule Invoice page and select either “PDF” or “PDF + Txt” (for sending a text version of the invoice. from the “Invoice Delivery Formats” drop-down menu. Then, click “Add PDF” or “Add PDF + Txt” and drag the PDF file that you wish to attach onto the screen. Finally, select your MailChimp list from the drop-down menu under “Sending Invoice To.” Click “Save Invoice” at the bottom of the screen. The next step is to pay for the invoice using Bill.com or PayPal Payout (other payment options are coming soon. After purchasing the invoice, it will be sent out to your recipients in both an email and an SMS message, depending on the format that you chose when scheduling the invoice.
The integration of Expensify and MailChimp helps users simplify their invoicing workflow by sending out PDF copies of their receipts through MailChimp. This integration is easy to use and will save time for companies that need to send out their expense reports regularly.
The process to integrate Expensify and MailChimp 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.
