Integrate Plaid with Expensify
Appy Pie Connect allows you to automate multiple workflows between Plaid and Expensify
- No code
- No Credit Card
- Lightning Fast Setup
Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
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 Plaid and Expensify Integrations
-
Gmail + Expensify
Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...When this happens...
New Email
Then do this...
Create Expense Report
If you use your Gmail account to track expenses, you probably spend a good amount of time sending them to your accounting system. Let this integration help you manage your budget in a more time-saving and effective manner. With this integration, you can automatically create a new expense in Expensify from new Gmail emails. That way, you won't have to manually transfer your team's expense data over to Expensify.
How this integration works- A new email is received in Gmail inbox
- Appy Pie Connect creates an expense in Expensify
What You Need- A Gmail account
- An Expensify account
-
Gmail + Expensify
Export Report to PDF in Expensify when New Attachment is created in Gmail Read More...When this happens...
New Attachment
Then do this...
Export Report to PDF
-
Gmail + Expensify
Create Expense Report to Expensify from New Attachment in Gmail Read More...When this happens...
New Attachment
Then do this...
Create Expense Report
-
Gmail + Expensify
Create Single Expense to Expensify from New Attachment in Gmail Read More...When this happens...
New Attachment
Then do this...
Create Single Expense
-
Gmail + Expensify
Export Report to PDF in Expensify when New Labeled Email is created in Gmail Read More...When this happens...
New Labeled Email
Then do this...
Export Report to PDF
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Plaid + Expensify without coding knowledge. Start creating your own business flow.
-
New ItemTriggers when a new item is created.
-
Create payment recipient
Create a new payment recipient
-
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
Compliance Certifications and Memberships
Highly rated by thousands of customers all over the world
We’ve been featured on
How Plaid & Expensify Integrations Work
-
Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Expensify as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Plaid to Expensify.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
