Integrating ConvertKit with Expensify by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between ConvertKit and Expensify
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ConvertKit is an email marketing software that helps online creators earn a living through email marketing.
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.
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It's easy to connect ConvertKit + Expensify without coding knowledge. Start creating your own business flow.
- Triggers
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New Form SubscriberTriggers when a subscription occurs on a specific form.
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New Purchase
Triggers when a new purchase is added to your account.
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New Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
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New Tag Subscriber
Triggers when a specific tag is added to a subscriber.
- Actions
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Add Subscriber to Form
Subscribe someone to a specific form.
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Add Tag to Subscriber
Add a subscriber to a specific tag.
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Create or Update Purchase
Adds a purchase to a subscriber, or updates an existing purchase.
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Remove Tag From Subscriber
Remove a specific tag from a subscriber if they have it.
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Create Expense ReportOnly for Expensify Premium users! Creates a new expense report.
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Create Single Expense
Creates a single expense item
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Export Report to PDF
Given a Report ID (from a trigger), export that report to a PDF document
How ConvertKit & Expensify Integrations Work
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Step 1: Choose ConvertKit as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Expensify as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from ConvertKit to Expensify.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.