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Expensify + OnceHub Integrations

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

  • 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 OnceHub

OnceHub is an end-to-end scheduling solution that makes it simple for businesses to interact with prospects and customers at every stage of the customer lifecycle.

OnceHub Integrations

Best ways to Integrate Expensify + OnceHub

  • Expensify Expensify

    OnceHub + Expensify

    Export Report to PDF in Expensify when Scheduled Booking is added to OnceHub Read More...
    Close
    When this happens...
    Expensify Scheduled Booking
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    OnceHub + Expensify

    Create Expense Report from Expensify from Scheduled Booking to OnceHub Read More...
    Close
    When this happens...
    Expensify Scheduled Booking
     
    Then do this...
    Expensify Create Expense Report
  • Expensify Expensify

    OnceHub + Expensify

    Create Single Expense from Expensify from Scheduled Booking to OnceHub Read More...
    Close
    When this happens...
    Expensify Scheduled Booking
     
    Then do this...
    Expensify Create Single Expense
  • Expensify Expensify

    OnceHub + Expensify

    Export Report to PDF in Expensify when Canceled Booking is added to OnceHub Read More...
    Close
    When this happens...
    Expensify Canceled Booking
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    OnceHub + Expensify

    Create Expense Report from Expensify from Canceled Booking to OnceHub Read More...
    Close
    When this happens...
    Expensify Canceled Booking
     
    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 + OnceHub in easier way

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

    Triggers
  • Booking Lifecycle Event

    Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.

  • Canceled Booking

    Triggers when a booking is canceled.

  • Completed Booking

    Triggers when a booking is completed.

  • No Show Booking

    Triggers when the status of a booking is changed to No-show.

  • Rescheduled Booking

    Triggers when a booking is rescheduled.

  • Scheduled Booking

    Triggers when a new booking is scheduled.

    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

How Expensify & OnceHub 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 OnceHub 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 OnceHub.

    (2 minutes)

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

Integration of Expensify and OnceHub

Expensify

“Expensify is the easiest way to track, manage and file your business expenses.” (“About Expensify,” 2017)

Expensify is a cloud-based expense management software that makes it easy for people to report their business expenses. It “integrates seamlessly with more than 60+ business applications, including Quickbooks, Concur, Xero, Freshbooks, and more.” (“About Expensify,” 2017)

OnceHub

OnceHub is a unified project management platform that “allows users to assign, organize, and communicate in real-time, saving both time and money.” (“About OnceHub,” 2017)

Integration of Expensify and OnceHub

Expensify is a popular cloud-based expense management software that makes it easy for people to report their business expenses. However, users are required to input the information themselves one by one. OnceHub allows users to assign tasks to team members and keep track of them in real-time. Even though both applications provide different services, there are many benefits of integrating them.

First, Expensify cannot automatically send the receipts of the expenses that have been made to the users. Users have to upload them manually. Moreover, once the expense report has been submitted, there is no way to check the status of the expense report until it has been reviewed. OnceHub integrates Expensify with its task management system. Once users create a task to send expense reports to the accounting office, OnceHub sends the report automatically and updates the status of the task accordingly. This not only minimizes human errors but also saves time and effort. Moreover, once the expense report has been submitted, users can check the status of the expense report directly on OnceHub. This means that users do not have to download all their receipts and then upload them again, or check the status of an expense report by logging into their Expensify account. This integration makes it much easier for Expensify users to submit reports in real-time with minimal effort.

Second, OnceHub allows users to create tasks for reporting expenses in real-time; however, OnceHub does not integrate with Expensify. Therefore, users have to manually add each receipt of their expenses into OnceHub as a separate task and then mark them as completed. This creates extra work for users because they have to use two different applications (OnceHub and Expensify. instead of using a single application (OnceHub. that integrates with Expensify.

Third, Expensify does not allow team members to view expenses made by other team members in real-time. They have to wait until they get an email from Expensify with a link where they can see the report of their expenses. On the contrary, OnceHub allows team members to view expenses made by other team members in real-time. In addition, on OnceHub, users can create a task for different departmental heads to approve expense reports before they are sent to accounting. If one department head rejects an expense report due to improper documentation or lack of evidence, OnceHub will automatically notify all team members who were invpved in making the purchase. This way, team members can discuss their options and find out what went wrong with the purchase order from the beginning. Furthermore, OnceHub offers various features such as task cplaboration and instant messaging that help team members make better decisions in spending money and submitting accurate reports in real-time. Therefore, combining OnceHub with Expensify can greatly reduce human errors caused by incorrect or missing information about business expenses.

The process to integrate Expensify and OnceHub 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.