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.
Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.Vtiger Integrations
Vtiger + ExpensifyExport Report to PDF in Expensify when New Contact is created in Vtiger Read More...
Vtiger + ExpensifyExport Report to PDF in Expensify when New Product is created in Vtiger Read More...
It's easy to connect Expensify + Vtiger without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo 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 Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Expensify is an online expense management service that allows users to track their expenses, submit and reconcile reimbursements, and receive automated tax reporting. It is also macro-enabled, which means that it can be integrated with third party applications such as QuickBooks and Salesforce.
Vtiger is a web application designed to help organizations manage their contacts, projects, tasks, documents, messages, and events. It also provides a content management system that features blogs, forums, wikis, calendars, and surveys. In addition, Vtiger can be connected to other applications such as Zendesk for customer service.
Integrating Expensify and Vtiger will enable organizations to seamlessly manage their expenses. Expensify allows users to track their expenses and submit their receipts online. Vtiger will allow users to submit these expenses to the appropriate department for approval. Once approved, Expensify will automatically update its system and send the reimbursements to the users’ bank accounts. Moreover, Expensify will also provide a detailed report of all transactions to an organization.
Integration of Expensify and Vtiger will allow organizations to save on costs and automate the entire process of expense reporting. Organizations such as schops and universities will be able to send reimbursement requests to professors and instructors through Vtiger. After receiving the request, professors and instructors can submit the required documents through Expensify. This will ensure that all data is received by the organizations. In addition, communication between professors and instructors and organizations will be streamlined. Moreover, this integration will save organizations time and money because they will no longer need to manually submit reimbursement requests or wait weeks in order to receive reimbursements from their employees.
The process to integrate Expensify and Vtiger 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.