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.
Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.Salesmate.io Integrations
Salesmate.io + ExpensifyExport Report to PDF in Expensify when New Contact is created in Salesmateio Read More...
Salesmate.io + ExpensifyCreate Expense Report to Expensify from New Contact in Salesmateio Read More...
Salesmate.io + ExpensifyCreate Single Expense to Expensify from New Contact in Salesmateio Read More...
Salesmate.io + ExpensifyExport Report to PDF in Expensify when New Company is created in Salesmateio Read More...
Salesmate.io + ExpensifyCreate Expense Report to Expensify from New Company in Salesmateio Read More...
It's easy to connect Expensify + Salesmate.io without coding knowledge. Start creating your own business flow.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
Only for Expensify Premium users! Creates a new expense report.
Creates a single expense item
Given a Report ID (from a trigger), export that report to a PDF document
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
I will introduce Expensify and Salesmate.io briefly in my introduction. I will include the definition of both products, the founder of each product, their mission, vision and values.
Expensify is an online spending management software provider founded in 2009 by David Barrett, who previously worked at a Silicon Valley venture capital firm. The company was started with a focus on helping businesses lower their travel and entertainment costs. It was originally called ReceiptBank but rebranded itself to Expensify in 2012. In 2013, it received a $50 million investment from Index Ventures and Andreessen Horowitz and has raised a total of $83 million from investors including Andreessen Horowitz, Accel Partners, Felicis Ventures, First Round Capital, Khosla Ventures, Opus Capital, SV Angel and Salesforce Ventures. In addition, the company also has a platform for individuals called Expensify Money which allows users to track personal spending and to receive transaction alerts via email.
Salesmate.io is a sales productivity platform that helps salespeople be more productive by automating data entry, improving lead tracking and prospecting, handling sales fplow ups and organizing sales prospect information. Salesmate.io is used by small business owners selling to customers from other companies as well as larger organizations selling to other businesses.
In the body part of the article, I will talk about the integration of Salesmate.io and Expensify. I will describe its benefits and describe how Salesmate.io can make expense reports easier for Expensify users. I will also include the reason why Salesmate.io is integrated with Expensify.
In conclusion I would like to say that integration of Salesmate.io and Expensify is a great idea because sometimes it is hard to remember everything you spent money on so integration of these two apps makes it easier for people who work alone or people who travel a lot sometimes have problems remembering what they spent money on especially if they have been traveling for a long time or have been working on several projects simultaneously so integration of these two apps makes it easier for people who work alone or people who travel a lot sometimes have problems remembering what they spent money on especially if they have been traveling for a long time or have been working on several projects simultaneously so integration of these two apps makes it easier for them to remember what they spent money on without having to go back over receipts or documents that they may have saved in Evernote or Dropbox along with attachments related to those receipts or documents like boarding passes or hotel reservations etc…
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