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Odoo CRM + Expensify Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and Expensify

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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 Odoo CRM + Expensify

  • Odoo CRM Expensify

    Odoo CRM + Expensify

    Export Report to PDF in Expensify when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Expensify Export Report to PDF
  • Odoo CRM Expensify

    Odoo CRM + Expensify

    Create Expense Report to Expensify from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Expensify Create Expense Report
  • Odoo CRM Expensify

    Odoo CRM + Expensify

    Create Single Expense to Expensify from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Expensify Create Single Expense
  • Odoo CRM Expensify

    Odoo CRM + Expensify

    Export Report to PDF in Expensify when New Customer is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Customer
     
    Then do this...
    Expensify Export Report to PDF
  • Odoo CRM Expensify

    Odoo CRM + Expensify

    Create Expense Report to Expensify from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Customer
     
    Then do this...
    Expensify Create Expense Report
  • Odoo CRM {{item.actionAppName}}

    Odoo CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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

How Odoo CRM & Expensify Integrations Work

  1. Step 1: Choose Odoo CRM 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 Odoo CRM to Expensify.

    (2 minutes)

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

Integration of Odoo CRM and Expensify

Odoo CRM and Expensify are both open source web applications. Odoo is a customer relationship management system that offers full suite of business applications based on the Open-source ERP called Odoo. Odoo also provides mobile application to perform accounting, sales, invoicing, inventory management and project management. Expensify is a web application that helps companies track their employee spending, travel, reimbursements and receipts. Expensify provides mobile app for iPhone, iPad, Android and Windows phone 8. Odoo and Expensify are both compatible with Linux, Windows and Mac OS.

Odoo and Expensify both applications have different functionalities but they have similar features as well. This paper will discuss the integration of Odoo and Expensify. It will also explore the functionalities of Odoo and Expensify.

Integration of Odoo CRM and Expensify

Integration of Odoo CRM and Expensify allows user to share information between the two applications. Integration of Odoo CRM and Expensify provides the fplowing features:Integration of Odoo CRM and Expensify allows user to create a sales in Odoo from expense entry in Expensify. It also allows user to create an expense entry in Expensify from a sales in Odoo. Integration of Odoo CRM and Expensify allows user to import/export reports from one application to another. User can also export report data into CSV format. An integration of Odoo CRM and Expensify also allows user to export sales orders to excel file.

Benefits of Integration of Odoo CRM and Expensify

Integration of Odoo CRM and Expensify eliminates the need of creating entry for same deal in multiple applications. It also reduces the chances of human errors while entering details about a particular deal or expense entry in multiple applications. Another benefit of integration of Odoo CRM and Expensify is that it reduces time required to enter expense entries in Expensify application. In addition to this, it saves time because user can create expense entry automatically by importing sales orders from Odoo. Because of integrated spution, user does not need to manually enter expense entries for each sales order in Expensify application. In addition to time saving feature, integration of Odoo CRM and Expensify makes it easier for user to find information about expenses or sales orders. User can easily search for information about expenses or sales orders in one application rather than searching for information in multiple applications.

The process to integrate Odoo CRM 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.