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Integrate Gravity Forms with Expensify

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

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About Gravity Forms

Gravity Forms is a premium WordPress plugin that allows you to design and publish forms on your site. You can easily add contact forms, quizzes, and surveys to your website using this plugin.

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.

Expensify Integrations

Best ways to Integrate Gravity Forms + Expensify

  • Gravity Forms Integration Expensify Integration

    Gravity Forms + Expensify

    Export Report to PDF in Expensify when Form Submission is added to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Integration Form Submission
     
    Then do this...
    Expensify Integration Export Report to PDF
  • Gravity Forms Integration Expensify Integration

    Gravity Forms + Expensify

    Create Expense Report from Expensify from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Integration Form Submission
     
    Then do this...
    Expensify Integration Create Expense Report
  • Gravity Forms Integration Expensify Integration

    Gravity Forms + Expensify

    Create Single Expense from Expensify from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Integration Form Submission
     
    Then do this...
    Expensify Integration Create Single Expense
  • Gravity Forms Integration Google Sheets Integration

    Gravity Forms + Google Sheets

    Add rows in Google sheets on new submissions in Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Integration Form Submission
     
    Then do this...
    Google Sheets Integration Create Spreadsheet Row
    Need to export your Gravity Forms contributions to a Google Sheets spreadsheet so you can share them with coworkers and collaborators outside of Gravity Forms? This Gravity Forms-Google Sheets interface makes it simple and automatic to precisely accomplish that. Each time someone signs up for one of your webinars, Appy Pie Connect creates a contact for them in Salesforce, ensuring that you have the information you need to begin contacting them about other products or services they may be interested in.
    How It Works
    • Whenever someone fills out that form
    • Appy Pie Connect instantly copies the new record into your Google Sheets spreadsheet
    What You Need
    • Gravity Forms
    • Google Sheets
  • Gravity Forms Integration Microsoft Excel Integration

    Gravity Forms + Microsoft Excel

    Create rows on Excel on new Gravity Forms submissions Read More...
    Close
    When this happens...
    Gravity Forms Integration Form Submission
     
    Then do this...
    Microsoft Excel Integration Add Row
    The more quickly your form submissions arrive, the more difficult it might be to keep track of and save them all. You can, however, set up this Connect Flow to catch everything for you. When a new form submission is received in Gravity Forms, it will automatically add that information to a row in a chosen Excel spreadsheet, keeping your sheet up to date for all of your subsequent procedures.
    How This Gravity Forms and Excel Integration Works
    • Gravity Forms has received a new form submission
    • Appy Pie Connect inserts a row to an Excel spreadsheet automatically.
    What You Need
    • Gravity Forms
    • Excel
  • Gravity Forms Integration {{item.actionAppName}} Integration

    Gravity Forms + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Gravity Forms + Expensify in easier way

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

    Triggers
  • Form Submission

    Triggers when a new specified form is submitted.

    Actions
  • New Entry

    Creates a new form entry.

  • Submit Form

    Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

  • 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

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Gravity Forms & Expensify Integrations Work

  1. Step 1: Choose Gravity Forms 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 Expensify 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 Gravity Forms to Expensify.

    (2 minutes)

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

Integration of Gravity Forms and Expensify

Gravity Forms

Gravity Forms is a WordPress plugin which is used to build online forms. The form can be created and customized in WordPress dashboard. Moreover, it is also compatible with other WordPress plugins like WooCommerce, Easy Digital Downloads, etc., which makes it easier to integrate different functionalities of the website.

Expensify

Expensify is a web-based application that helps small businesses to manage their expenses. It supports both paper and digital receipts. Moreover, it automatically detects the charts and generates reports and invoices. The reports and invoices are available within the application itself or can be shared via email.

Integration of Gravity Forms and Expensify

Integration of Gravity Forms and Expensify enables users to process expense reports directly from the WordPress dashboard. This integration allows users to create expense reports by filling out the expense details on the form. The expenses can be uploaded to the Expensify’s cloud-based API.

Benefits of Integration of Gravity Forms and Expensify

Benefits of integration of Gravity Forms and Expensify are as fplows:

Greater efficiency. With this integration of Gravity Forms and Expensify, users can track the expenses directly from their WordPress dashboard. This tracking helps users to save time and money, besides ensuring greater efficiency. Users will no longer have to open different applications to enter, upload, share and track their expenses.

With this integration of Gravity Forms and Expensify, users can track the expenses directly from their WordPress dashboard. This tracking helps users to save time and money, besides ensuring greater efficiency. Users will no longer have to open different applications to enter, upload, share and track their expenses. Better security. Since both services are integrated within the WordPress dashboard, there is no need to log in multiple times while managing expenses. And if the user has multiple accounts in both services, they will have one login for all services. This integration also increases security since the user only has to remember one password.

Conclusion. Integrating Gravity Forms with Expensify has several benefits which I have discussed above. These benefits make it easier for users to handle different aspects of managing their business expenses directly from their WordPress dashboard.

The process to integrate Gravity Forms and Expensify 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.