Integrate Salesforce with Expensify

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

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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 Salesforce and Expensify Integrations

  • Salesforce Integration Expensify Integration

    Salesforce + Expensify

    Export Report to PDF in Expensify when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Expensify Integration Export Report to PDF
  • Salesforce Integration Expensify Integration

    Salesforce + Expensify

    Create Expense Report to Expensify from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Expensify Integration Create Expense Report
  • Salesforce Integration Expensify Integration

    Salesforce + Expensify

    Create Single Expense to Expensify from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Expensify Integration Create Single Expense
  • Salesforce Integration Expensify Integration

    Salesforce + Expensify

    Export Report to PDF in Expensify when New Contact is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    Expensify Integration Export Report to PDF
  • Salesforce Integration Expensify Integration

    Salesforce + Expensify

    Create Expense Report to Expensify from New Contact in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    Expensify Integration Create Expense Report
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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 Salesforce & Expensify Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to Expensify.

    (2 minutes)

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

Integration of Salesforce and Expensify

Salesforce?

Salesforce is a cloud computing company that provides SaaS to help companies with their CRM, ERP, and marketing needs. It has been described as a customer relationship management (CRM. and enterprise resource planning (ERP. system. (Netzley, 2014.

Expensify?

Expensify is an online, expense report software for businesses. It allows workers to upload receipts and scan credit cards to track expenses. (Nelson, 2014)

Integration of Salesforce and Expensify

Expensify’s integration with Salesforce is an impressive feat. The integration allows users to seamlessly sync their work expenses with their corporate accounts (Wyatt, 2015. Expensify allows employees to scan their receipts for business purposes in the field and upload them onto their personal app. This way, when they are back at the office, they can easily transfer their scanned receipts into Salesforce or another expense-tracking program. The process is seamless and intuitive and saves time and money on both ends.

Benefits of Integration of Salesforce and Expensify

Integration of Salesforce and Expensify is beneficial for users who use either one of these programs. If you use both programs, you can benefit from the easy integration between the two programs. For example, you may have a business trip planned. You can use Salesforce to create a travel plan and send it to your employees. Your employees can then download the trip information from Salesforce and add the travel receipts onto their Expensify app to make sure everything is accounted for. Another advantage of using one program instead of two is that it cuts down on redundancy and streamlines the workflow. With the additional features built into Salesforce, it allows users to get more done in less time (Wyatt, 2015.

We have seen how integration between Salesforce and Expensify is beneficial for its users. Commuters can now track their daily expenses without a hassle. Expensify simplifies the process of tracking expenses for businesses that have multiple users working in different areas around the world. In addition, Salesforce integrates seamlessly with Expensify so that the workers can upload all their expenses into Salesforce when they are back at the office. The integration of Salesforce and Expensify makes it easier for employees to get work done while keeping the company’s finances up to date.

References

Nelson, B. (2014, November 27. Expensify. Retrieved December 01, 2015, from http://www.expensify.com/about.html

Netzley, J. (2014. Salesforce? Retrieved December 02, 2015, from https://www.salesforce.com/products/

The process to integrate Salesforce 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.