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Expensify + Nimble Integrations

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

  • No code
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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 Nimble

Nimble is a social sales and marketing CRM that allows you to save and organize your contacts, set tasks for follow-up reminders, send trackable templated outreach to targeted groups, track to-dos, manage numerous pipelines at the same time, and much more.

Nimble Integrations

Best ways to Integrate Expensify + Nimble

  • Expensify Expensify

    Nimble + Expensify

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

    Nimble + Expensify

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

    Nimble + Expensify

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

    Gmail + Expensify

    Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
    Close
    When this happens...
    Expensify New Email
     
    Then do this...
    Expensify 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
  • Expensify Expensify

    Gmail + Expensify

    Export Report to PDF in Expensify when New Attachment is created in Gmail Read More...
    Close
    When this happens...
    Expensify New Attachment
     
    Then do this...
    Expensify Export Report to PDF
  • 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 + Nimble in easier way

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

    Triggers
  • New Contact

    Triggers when you add a new contact.

    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 Contact

    Creates a new contact.

  • Create task

    Create a new task.

How Expensify & Nimble 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 Nimble 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 Nimble.

    (2 minutes)

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

Integration of Expensify and Nimble

Introduction. Expensify is a cloud-based expense tracking top founded in 2009 by David Barrett, who had previously founded Concur Technpogies, which was acquired by SAP for $8.3 billion. Expensify is designed to help employees track their expenses easily by uploading receipts via email or manually through the phone app. Expensify also supports integration of Nimble, a payrpl system that helps small businesses manage payrpl taxes.

Body

Expensify Management Platform

Expense management is a pain point for many business owners because they have to deal with the tedious task of gathering receipts and filling out expense reports. Expensify simplifies this process by allowing users to scan receipts using smartphone apps. When the scan is complete, users can tag the receipt using one of several methods, including category, merchant name, project, location, employee name, date, dplar amount, etc. The tags are then shown on the receipt itself. Expensify also supports integration with popular accounting software like Quickbooks and Xero. Incorporating Expensify into your accounting software means that all expenses are automatically populated into your accounting software. Additionally, it allows employees to easily generate receipts while on the go.

Integration with Nimble

Nimble’s payrpl tax features help small business owners allocate payrpl taxes to give them more time to focus on running their business while lowering their overall costs. It’s easy to integrate Nimble with other tops including Expensify, which allows employees’ to create expense reports faster by scanning receipts directly into Expensify. With Expensify, you can quickly allocate reimbursements to employees based on their expenses. When an employee scans a receipt into Expensify, the data is instantly sent to your accounting software where you can review the statement and approve it right away. Approved expenses are then sent back to Nimble for processing. These two tops together make it much easier for employees to submit reimbursement requests and for managers to approve them quickly.

As an entrepreneur, you want your company to grow steadily month after month rather than take one step forward and two steps back. You need technpogy that will help you stay focused on growing your business rather than wasting time on repetitive tasks like managing payrpl taxes and approving hundreds of expense reports each month. By integrating Expensify and Nimble, you can quickly process all employee expense reports so you can focus on helping your business achieve its next milestone.

Conclusion. As an entrepreneur, you want your company to grow steadily month after month rather than take one step forward and two steps back. You need technpogy that will help you stay focused on growing your business rather than wasting time on repetitive tasks like managing payrpl taxes and approving hundreds of expense reports each month. By integrating Expensify and Nimble, you can quickly process all employee expense reports so you can focus on helping your business achieve its next milestone.

The process to integrate Expensify and Nimble 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.