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.
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
Salesforce + ExpensifyExport Report to PDF in Expensify when New Lead is created in Salesforce Read More...
Salesforce + ExpensifyCreate Expense Report to Expensify from New Lead in Salesforce Read More...
Salesforce + ExpensifyCreate Single Expense to Expensify from New Lead in Salesforce Read More...
Salesforce + ExpensifyExport Report to PDF in Expensify when New Contact is created in Salesforce Read More...
Salesforce + ExpensifyCreate Expense Report to Expensify from New Contact in Salesforce Read More...
It's easy to connect Salesforce + Expensify without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
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
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 is an online, expense report software for businesses. It allows workers to upload receipts and scan credit cards to track expenses. (Nelson, 2014)
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.
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.
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.