Integrate Expensify with Nutshell

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

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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 Nutshell

Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.

Want to explore Expensify + Nutshell quick connects for faster integration? Here’s our list of the best Expensify + Nutshell quick connects.

Explore quick connects

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Connect Expensify + Nutshell in easier way

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

  • Triggers
  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person 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 Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

How Expensify & Nutshell 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 Nutshell 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 Nutshell.

    (2 minutes)

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

Integration of Expensify and Nutshell


Expensify is a cloud-based expense reporting and reimbursement platform that simplifies and automates invoicing, expense reports and travel reimbursement. The product integrates with the largest accounting and payrpl providers in the world to automate expense reports, making it easy for employees to manage their personal and business expenses (Ref.


Nutshell is a business intelligence spution that simplifies and streamlines data-driven business insights. It integrates with over 1,200 applications to enable users to create and automate charts, perform ad-hoc reporting and analysis of data from the entire organization (Ref.

Integration of Expensify and Nutshell

Integrating Expensify with Nutshell will enable users to get a quick snapshot of their spending on a monthly basis. This integration will also allow users to create detailed reports about their spending.

Expensify allows users to track their expenses in multiple currencies, allowing them to pay their bills in different currencies when traveling outside of their home country. Expensify’s integration with Nutshell will enable users to see a breakdown of all their expenses in a single place. This feature will be useful for people who travel frequently.

This integration will also make it easier for users to pay their bills from Nutshell. They will no longer have to use multiple apps to record, analyze and pay their bills. Instead, they will simply need to enter their expenses into Nutshell. Expensify will automatically add this information to their bill.

Benefits of Integration of Expensify and Nutshell

Nutshell’s integration with Expensify will allow its users to perform a variety of tasks in a single place. These tasks include tracking expenses, analyzing expenses, creating reports and paying bills. The availability of all these tops in a single space will save time and resources for users who want to keep track of their spending. Users will no longer have to toggle between different platforms or apps in order to perform different functions related to expenses. Instead, they can focus on performing the tasks that matter most to them.

This integration will also help users avoid mistakes by eliminating the need for them to enter all their expenses manually. Instead, they can take advantage of automated features offered by both platforms. For example, Expensify can automatically pull transaction details from bank accounts or credit cards after the user enters an expense item. It can also generate automatic reports based on preset criteria. This feature will help users keep track of their spending patterns without having to spend too much time on the process.

The process to integrate Expensify and Nutshell 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm