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Expensify + SharePoint Integrations

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

  • 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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations

Best ways to Integrate Expensify + SharePoint

  • Expensify Expensify

    SharePoint + Expensify

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

    SharePoint + Expensify

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

    SharePoint + Expensify

    Create Single Expense to Expensify from New List in SharePoint Read More...
    Close
    When this happens...
    Expensify New List
     
    Then do this...
    Expensify Create Single Expense
  • Expensify Expensify

    SharePoint + Expensify

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

    SharePoint + Expensify

    Create Expense Report to Expensify from New Item Line in SharePoint Read More...
    Close
    When this happens...
    Expensify New Item Line
     
    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 + SharePoint in easier way

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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

How Expensify & SharePoint 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 SharePoint 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 SharePoint.

    (2 minutes)

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

Integration of Expensify and SharePoint

Expensify?

Expensify is a cloud-based company that offers a web application that allows employees to easily track and report travel expenses and business expenses. It was founded in 2008 and has since then been growing at an exponential rate. The service is available for free to individual users, while organizations need to pay a monthly fee based on the number of users they have. As of 2014, Expensify had grown to about 200 employees and more than 1,000 customers. (www.expensify.com)

SharePoint?

A platform for cplaboration, communication, and sharing, SharePoint can be deployed as stand-alone software or as a part of Microsoft’s Office 365 cloud-hosted suite of services. Its features are heavily integrated with other Microsoft software, including Office, Windows Server, and Exchange Server. SharePoint provides Web sites with document management features and it can connect people with content, information, and applications across a network. (www.microsoft.com/en-us/sharepoint/products/)

Integration of Expensify and SharePoint

Expensify has recently announced its integration with SharePoint. This integration is especially helpful for companies that use both systems because it will allow employees to track their expenses and submit them directly to SharePoint. In addition, it will also allow managers to review submitted claims without having to leave their SharePoint site. This will ultimately reduce the time spent on managing travel expenses and help companies improve their overall productivity. (http://blogs.expensify.comews/expensify-integration-with-sharepoint/)

Benefits of Integration of Expensify and SharePoint

One of the most important benefits of integrating these two platforms is that it will help companies improve employee productivity when it comes to tracking travel expenses, submitting them to SharePoint, and getting reimbursed for them. In addition, this will also help in creating a centralized repository of documentation within the organization that will streamline processes and improve the overall efficiency of the company.

The process to integrate Expensify and SharePoint 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.