Integrate Expensify with pipelinedeals

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

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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 pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

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

Explore quick connects
Connect Expensify + pipelinedeals in easier way

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

  • Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Expensify & pipelinedeals 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 pipelinedeals 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 pipelinedeals.

    (2 minutes)

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

Integration of Expensify and pipelinedeals

Expensify is a company that provides expense tracking and reimbursement spution for businesses. Expensify’s team has developed a software that allows employees to track their expenses and streamlines the expense report process for employers. The employees can keep track of their expenses by creating an expense report with a photo of their receipts, and they can sync the report with their Expensify account. The report also includes metadata such as location and transaction date. Expensify also automatically categorizes the transactions based on the metadata, and it sends the expense reports to the employer via email.

Pipelinedeals is a SaaS company that provides a marketplace for hotel and flights booking. With pipelinedeals, users can compare prices and hotel amenities from different vendors and book a hotel or flight directly from the website using their credit card. It also provides a travel planning service where users can plan, organize, and book their trips according to their spending budget. Users can save money by booking early and they can access past trips and upcoming trips.

Integration of Expensify and pipelinedeals

Expensify and pipelinedeals have a symbiotic relationship because of their integration. Expensify allows users to track their expenses and streamlines the expense report process. Pipelinedeals provides a marketplace for hotel and flights booking where users can save money by booking early. Users can save money by combining Expensify and pipelinedeals to create a one-stop resource for all of their travel needs. With this integration, the user only needs to create an account on pipelinedeals and link it with his Expensify account. The user can create a travel plan by comparing hotels from different vendors on pipelinedeals, and he can access past trips and upcoming trips through pipelinedeals. If the user wants to save more money or get better amenities, then he can use Expensify to create an expense report with his receipts, and he can scan the QR code on the expense report using pipelinedeals. This will allow him to upgrade his travel preferences after he has submitted his expense report to his employer.

Benefits of Integration of Expensify and pipelinedeals

The integration of Expensify and pipelinedeals will benefit both companies. On the other hand, it will also benefit users because they can save money by combining Expensify and pipelinedeals. The integration will also benefit employers because they will receive consistent expense reports from employees, so they will not have to ask for additional information regarding the expenses.

The integration of Expensify and pipelinedeals will benefit both companies because it will allow users to save money by making one-stop travel planning with Expensify and pipelinedeals. Furthermore, it will benefit users because they can save money by combining Expensify and pipelinedeals in order to create one-stop travel planning. Furthermore, it will benefit employers because they will streamline the expense reporting process with Expensify. All in all, this integration is beneficial for everyone invpved, so it is suitable to be implemented in these two companies.

References

The process to integrate Expensify and pipelinedeals 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 January 25,2023 05:21 pm