Expensify Drift Integration using AI Agents
Appy Pie Automate allows you to Integrate Expensify and Drift using AI Agents
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
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.
About Drift
Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.
Drift IntegrationsEasily set up Expensify Drift Integration without coding. Start automating your workflows and Integrate Expensify with Drift today.
- Triggers
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New MessageTriggers each time when a new message in a conversation is received.
- Actions
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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
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Create or Update Contact From External
Create or update a contact.
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Update Known Contact
Updates an existing contact.
How Expensify and Drift Integrations Work
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Step 1: Choose Expensify 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 Drift 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 Expensify to Drift.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.