JotForm + Expensify Integrations
Appy Pie Connect allows you to automate multiple workflows between JotForm and Expensify
- No code
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JotForm is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It helps users to generate leads, collect order payments, conduct customer surveys, manage job applications, and register guests for events.
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 IntegrationsBest ways to Integrate JotForm + Expensify
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JotForm + Expensify
Export Report to PDF in Expensify when New Submission is created in JotForm Read More...When this happens...
New Submission
Then do this...
Export Report to PDF
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JotForm + Expensify
Create Expense Report to Expensify from New Submission in JotForm Read More...When this happens...
New Submission
Then do this...
Create Expense Report
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JotForm + Expensify
Create Single Expense to Expensify from New Submission in JotForm Read More...When this happens...
New Submission
Then do this...
Create Single Expense
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When this happens...
New Submission
Then do this...
Create Card
If you're a power user of both Trello and JotForm, launching Trello cards from new JotForm submissions is a snap. Once this integration is turned on, Appy Pie Connect makes it super simple to create a fresh card in Trello anytime new information comes into JotForm. This Appy Pie Connect integration only creates new Trello cards after you've set it up, not cards for previous form submissions.The Method of Action- JotForm has received a new submission
- Appy Pie Connect create a new Trello card matching the submission on the board and list of your choice
What You Will Need- JotForm account
- Trello account
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When this happens...
New Submission
Then do this...
Create Spreadsheet Row
You can have your JotForm submissions immediately added to Google Sheets with this integration, making it easy to share findings with colleagues. After you set this up, every time a new JotForm answer is received, a new row will be added to the Google Sheets spreadsheet you specify.How Does This Integration Work?- A new submission is received on JotForm
- Appy Pie Connect creates a new row on Google Sheets
What You Require- JotForm account
- Google Sheets account
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect JotForm + Expensify without coding knowledge. Start creating your own business flow.
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New Submission
Triggers when a new submission has been added to a specific form.
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Create Expense Report
Only for Expensify Premium users! Creates a new expense report.
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Create Single Expense
Creates a single expense item
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Export Report to PDF
Given a Report ID (from a trigger), export that report to a PDF document
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How JotForm & Expensify Integrations Work
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Step 1: Choose JotForm as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Expensify as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from JotForm to Expensify.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of JotForm and Expensify
I will be talking about two services, JotForm and Expensify. JotForm is a website and app that allows users to create forms online easily. It is a startup founded in 2009 by Aytekin Tank and Emre Tekisalp. Expensify is a cloud-based expense reporting software for businesses. It helps companies track their expenses and reimbursements. It was started by David Barrett in 2008. Ever since 2009, they have won numerous awards and have been featured on many blogs and websites such as TechCrunch, Forbes, The Next Web, Inc Magazine, The Wall Street Journal, Mashable, Business Insider and more. It has also been on the Silicon Valley 100 list for five years straight.
Expensify is a great top to use when it comes to tracking your travel expenses and reimbursements. Expensify has its own integration with JotForm. You can send your receipt information directly from your Expensify account to a new form on JotForm automatically. You can choose from multiple options such as Dropbox, Google Drive, OneDrive, Evernote or Box. What I like about this integration is you don’t have to do anything on JotForm. Once you have configured it, it runs on its own. This makes it easier for you to manage your expenses and reimbursements. With JotForm’s other integrations, it still requires you to fill out some information on JotForm before submitting it.
Integrating these two services saves time for the user because he/she does not have to log into both accounts just to submit a form. All he/she needs to do is configure the integration settings one time. It also reduces the risk of human error because the information is being submitted automatically instead of manually filling out the information over again. If you are using a different service to track your expenses, such as QuickBooks or Xero, then this integration might not work for you because Expensify does not support those other services. However, if you are using Expensify for your company’s expenses, then this integration will work perfectly for you. But if you are working with QuickBooks or Xero, then this integration is limited to only one form on JotForm per company (expense report. instead of creating multiple forms which could be useful if you have different forms for each type of expense report (rental car, airfare, train tickets, etc..
JotForm and Expensify are two powerful tops that can help small businesses track their expenses and reimbursements. With JotForm’s integration with Expensify, the process of submitting an expense report is a lot easier, especially if the user had already configured the integration settings for the company’s expense reports in Expensify. In a small business setting, I think this integration is very useful because it cuts down on costs and time by reducing the amount of paperwork that needs to be filled out and making it easier for employees to submit expense reports with no human errors.
The process to integrate JotForm and Evernote Business 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.
