Integrating Apptivo with Expensify by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Apptivo and Expensify

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
Heart
20 Million man hours saved

Award Winning App Integration Platform

About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

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.

Integrations for Expensify
Expensify Alternatives

Looking for the Expensify Alternatives? Here is the list of top Expensify Alternatives

  • Harvest Integration Harvest
  • Xero Integration Xero
  • Oracle E-Business Suite Integration Oracle E-Business Suite
  • Zoho Invoice Integration Zoho Invoice
  • Zoho Expense Integration Zoho Expense
Connect Apptivo + Expensify in easier way

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

  • Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Updated Contact

    Trigger when any contact update.

  • Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • 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 Apptivo & Expensify Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Automate.

    (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 Apptivo to Expensify.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 14, 2024, 4:39 pm
Book An Appointment