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.
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
JotForm + ExpensifyExport Report to PDF in Expensify when New Submission is created in JotForm Read More...
JotForm + ExpensifyCreate Expense Report to Expensify from New Submission in JotForm Read More...
JotForm + ExpensifyCreate Single Expense to Expensify from New Submission in JotForm Read More...
It's easy to connect JotForm + Expensify without coding knowledge. Start creating your own business flow.
Triggers when a new submission has been added to a specific form.
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
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.
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