Integrating Expensify with GoHighLevel V2 by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Expensify and GoHighLevel V2

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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.

About GoHighLevel V2

OAuth 2.0-based API (API 2.0). HighLevel is the all-in-one sales & marketing platform that white-label and resell to their clients!

Integrations for GoHighLevel V2
Connect Expensify + GoHighLevel V2 in easier way

It's easy to connect Expensify + GoHighLevel V2 without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Contact

    Triggers for a new Contact

  • New Form Submission

    Triggers for a new form submission

  • New or Updated Opportunity

    Triggers for a new Opportunity

  • Updated Contact

    Triggers for a Updated Contact

  • Updated Opportunity

    Triggers for a Updated Opportunity

  • Actions
  • 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

  • Add an Inbound Message

    Add an inbound message

  • Create Appointment

    Create an appointment

  • Create New Conversation

    New conversation

  • Send Message To a Contact

    Send a message to a contact

  • Update Appointment

    Update an appointment

  • Update Opportunity

    Update an Opportunity.

How Expensify & GoHighLevel V2 Integrations Work

  1. Step 1: Choose Expensify 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 GoHighLevel V2 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 Expensify to GoHighLevel V2.

    (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 21, 2024, 1:21 pm
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