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Expensify + Colligso TextIn Integrations

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

  • No code
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  • 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 Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

Colligso TextIn Integrations

Best ways to Integrate Expensify + Colligso TextIn

  • 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 Expensify

    Gmail + Expensify

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

    Gmail + Expensify

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

    Gmail + Expensify

    Export Report to PDF in Expensify when New Labeled Email is created in Gmail Read More...
    Close
    When this happens...
    Expensify New Labeled Email
     
    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 + Colligso TextIn in easier way

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

    Triggers
    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 Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

How Expensify & Colligso TextIn 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 Colligso TextIn 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 Colligso TextIn.

    (2 minutes)

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

Integration of Expensify and Colligso TextIn

Expensify is an app that allows users to track their business expenses and record them for accounting purposes. Users can use the app in a variety of locations, including restaurants, hotels, and airports. Expensify also has an add-on called Cpligso TextIn which allows users to get receipts and expense reports via text message. The purpose of this article is to compare the functionality of the Expensify app with the Cpligso TextIn add-on.

  • Integration of Expensify and Cpligso TextIn
  • Expensify can be used on a variety of devices. It can be integrated with Apple Pay on iOS devices to allow users to pay for expenses with their mobile device instead of cash. This feature helps to eliminate the possibility that receipts will get lost or misplaced. Users who are using Android devices can also integrate the Expensify app with Google Pay to pay for purchases made with their mobile device. In addition, Expensify’s integration with Apple Pay and Google Pay helps to reduce the chances that users will make payments with a credit card or check card which could result in additional fees. This feature is especially beneficial for small businesses since they generally have tight budgets and need to keep costs low.

    Another key feature of Expensify is its capability to automatically upload photos from a user’s phone of any receipts or other documents related to the expense. Users can additionally type notes about each expense into the application and attach files such as PDFs. This integration with text messages makes it easier for users to upload all of their receipts into the app, especially when they are out of the office. Users can take a photo with their phone camera or use a scanner or fax machine at a hotel or restaurant to send images of receipts to Expensify. This feature is particularly useful for individuals who are traveling and are not near a computer when they need to submit an expense report.

  • Benefits of Integration of Expensify and Cpligso TextIn
  • Cpligso TextIn was designed to help customers save time by sending information about their expenses to Expensify in order for Expensify to automatically generate expense reports for them. The idea behind Cpligso TextIn is that users who are traveling should not have to walk back into a restaurant or hotel just so they can get a receipt and fill out an expense report for business purposes. Instead, they can just take a picture of their receipt with their phone and then send it over to the Expensify app via text message. This eliminates the need for users to go back into an establishment in order to pick up their receipt, scan it, and then type in the relevant information about the receipt and attach it in order to submit an expense report. Furthermore, users don’t have to worry about losing receipts while they are on vacation or traveling for work because if they forget their receipts, they can just send pictures of the receipts via text message without having to go back into an establishment to ask for them. This helps users save a lot of time and also helps them avoid paying any late fees on their credit cards since they do not need to use a credit card or check card at a restaurant or hotel if they have already paid for the item in advance via Apple Pay or Google Pay.

    The process to integrate Expensify and Cpligso TextIn 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.