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Expensify + PhoneBurner Integrations

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

  • 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 PhoneBurner

PhoneBurner is an outbound sales dialing platform that boosts team efficiency and transparency by increasing real client encounters.

PhoneBurner Integrations

Best ways to Integrate Expensify + PhoneBurner

  • Expensify Expensify

    PhoneBurner + Expensify

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

    PhoneBurner + Expensify

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

    PhoneBurner + Expensify

    Create Single Expense to Expensify from New Contact in PhoneBurner 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 + PhoneBurner in easier way

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

    Triggers
  • New Contact

    Trigger when contact moved to a specific folder.

    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 Update Contact

    Creates a new contact or update a existing contact.

How Expensify & PhoneBurner 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 PhoneBurner 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 PhoneBurner.

    (2 minutes)

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

Integration of Expensify and PhoneBurner

Expensify?

Expensify is a cloud-based software for businesses to organize their expenses. It has been providing excellent service for the past five years or so and has over 30,000 customers worldwide (“Expensify”.

Expensify’s CEO, David Barrett, founded the company in 2007 as a startup that provides software for tracking employee expenses and business travel. In 2011, however, the company realized that it had to expand its main product by incorporating phone service from another startup called PhoneBurner. At this point, Barrett split the company into two parts, which is still how they operate today. Expensify for Business and Expensify for Consumer.

Expensify?

  • Expensify for Business
  • Expensify for Business is the company’s main product and is a web-based application that allows users to track their expenses and reimbursements. This app is currently used by companies such as Facebook, Square, Uber, Spotify, and others (“Expensify”. The company also offers a desktop app for Mac and Windows and a mobile app that is available on iOS and Android. Within the app, users can create expense reports from any device by taking photos of receipts or logging in records manually. Once the report is created, it can be sent to the user’s account manager or team members. The reports are then reviewed, approved, and reimbursed by the account manager or team leader. For businesses who are already using an accounting system to track their expenses, Expensify can sync with the existing system. Expensify is compatible with over 400 accounting systems including QuickBooks Online (QBO), Xero, Freshbooks, and more (“Expensify”.

  • Expensify for Consumer
  • Expensify for Consumer was introduced in 2013 and is a free mobile app that allows users to keep track of their expenses. This app also helps users create reports and send them to their account manager or team members. The app offers features such as syncing with existing accounting software or allowing users to take a photo of their receipt. It also has the ability to scan receipts via OCR (Optical Character Recognition. technpogy. The scanning feature enables users to upload receipts directly into their expense reports without having to enter the receipt data manually (“Expensify”.

    Integration of Expensify and PhoneBurner

    After analyzing the main benefits of both companies, Barrett decided to integrate them. He saw an opportunity in PhoneBurner’s phone service and thought that it could provide additional value for businesses who use Expensify. This integration would allow businesses to make phone calls from within their Expensify account. With PhoneBurner’s service, businesses can call other businesses or individuals at low rates and save money on long distance calls (“PhoneBurner”. As PhoneBurner was already working on its own analytics software, Barrett thought that it would be beneficial to have these functions incorporated into his Expensify platform. The integration allowed Expensify to add PhoneBurner’s analytics software and automation features into its own platform. Some of these features were Account Management Analytics (AMA), which allows managers to view usage trends of certain employees and optimize engagement on a weekly basis; Account Manager Automation (AMA), which automatically sends out approval requests based on a certain employee’s activity; and PhoneBurner Desktop Analytics (PDA), which allows employees to see their call history and stats within Expensify (“PhoneBurner”. While integrating both companies provided added value for its customers, there were some difficulties with this process as well. The integration process took some time and resources to complete because each company had different technpogies that needed to be integrated. For example, Expensify uses Ruby on Rails while PhoneBurner uses Node.js; thus they had to find a way to make both work together properly (“PhoneBurner”.

    Benefits of Integration of Expensify and PhoneBurner

    The benefits of integrating both companies are numerous. For example, combining PhoneBurner’s analytics software with Expensify’s platform allows managers to improve performance by viewing usage trends on a weekly basis. Additionally, by integrating PhoneBurner’s automation features within Expensify’s platform, account managers can automate approval requests based on certain employee activity. These features help managers manage their teams more efficiently and save time in approving expenses as well as logging data into Expensify. By integrating PhoneBurner into Expensify, users are able to make calls from within their accounts without ever needing to leave the platform. This feature saves users time and helps them make calls quickly and easily without needing any additional apps. Users are also able to see their call history within Expensify and can access information about individual calls such as duration, cost of the call, etc. This feature not only saves users time but also provides them with information they need about all of their calls (“PhoneBurner”. In addition, integrating both companies resulted in more job opportunities for employees of PhoneBurner since they were able to join forces with a larger organization like Expensify. Now employees from both companies are able to work together on projects and learn new skills from each other (“PhoneBurner”.

    From this analysis I believe that the integration of PhoneBurner into Expensify has been successful mainly due to its ability to provide additional value for its customers through integration of services as well as increased job opportunities for employees who work at PhoneBurner. I think it was very smart of Barrett to integrate both companies because it provided incentives for employees who may have been thinking about leaving PhoneBurner due to its small size and lack of opportunities for growth. Through this integration, employees were able to join forces with an established startup that offers job security, better compensation, great opportunities for growth, etc., thus attracting talented individuals who want to work at a growing business. Although integrating both companies required more time than expected due to each company having different technpogies that needed to be integrated, I believe that this process was worth it in the end because it has provided added value for customers while saving time for staff members through automation features.

    The process to integrate Expensify and PhoneBurner 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.