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Expensify + Mailshake Integrations

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

  • No code
  • No Credit Card
  • 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 Mailshake

Mailshake is an email outreach tool that has features like mail merge and auto follow-ups to make email outreach fast and effective. Appy Pie Connect allows you to instantly connect Mailshake with over 100 other apps to help you automate your workflow.

Mailshake Integrations

Best ways to Integrate Expensify + Mailshake

  • Expensify Expensify

    Mailshake + Expensify

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

    Mailshake + Expensify

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

    Mailshake + Expensify

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

    Mailshake + Expensify

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

    Mailshake + Expensify

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

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

    Triggers
  • New Click

    Triggers when a recipient clicks on a link.

  • New Lead

    Triggers when a lead is created.

  • New Lead Status

    Triggers when the status of a lead changes.

  • New Message Sent

    Triggers when an email is sent to a recipient from one of the campaign sequence messages.

  • New Open

    Triggers when a recipient opens an email.

  • New Reply

    Triggers when a recipient replies to one of your messages.

    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

  • Add Recipient by Email Address

    Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.

  • Add Recipients by Email Addresses

    Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent

  • Create Leads

    Creates leads from existing recipients that match the given email addresses.

  • Pause Unpause Campaign

    Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.

  • Pause Unpause Recipient

    Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.

  • Unsubscribe Recipients

    Unsubscribes one or more recipients from all current and future campaigns for your team.

  • Update Lead Status

    Updates lead status to Won, Lost, Ignored, or Reopened.

How Expensify & Mailshake 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 Mailshake 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 Mailshake.

    (2 minutes)

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

Integration of Expensify and Mailshake

Introduction. Expensify and Mailshake are two companies that help businesses manage expenses. They both provide services for business owners to track business expenses and track business receipts. However, they are different in terms of the type of customers they serve. This article will discuss how Integrating Expensify and Mailshake can benefit businesses by reducing overall costs of managing expense.

Body. Expensify and Mailshake serve two different types of customers. Expensify serves small businesses whereas Mailshake serves large businesses. Expensify is a mobile app that lets users track their business expenses. Expensify provides a dashboard where users can add their business credit cards, receipts, and other business expenses. The dashboard allows users to generate reports on how much money they have spent on each category of expenses. In addition, it allows users to add notes to each category of expenses. Whereas Mailshake is a cloud-based email client designed especially for teams and businesses. With Mailshake, users can attach files, record calls, and mark emails as actionable items so that it will be easier to fplow up with them later on.

By integrating the two apps, a company could save a lot of money. If a company had been using Expensify and Mailshake separately, they would have to pay for extra servers and Internet bandwidth just to support the servers of the two applications. In addition, they would have to pay more employees just to handle the administrative work for each software. Integration of the two programs reduces the number of servers and Internet bandwidth required to run the software. Employees would only need to work on one program to process all of the information. This helps reduce overhead costs and administrative costs for the company in general.

Conclusion. The integration of Expensify and Mailshakes helps reduce overhead and administrative costs for the company. By implementing the integration between the two applications, companies can reduce their overall costs when handling business expenses by up to 30% or more.

Related articles

The process to integrate Expensify and Mailshake 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.