Integrating Expensify with Highrise by AI Agents and Assistants

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

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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 Highrise

HighriseHQ is a versatile online platform designed to streamline business communication and organization. It offers tools for managing contacts, leads, and tasks, facilitating seamless collaboration within teams. With its user-friendly interface and customizable features, HighriseHQ empowers businesses of all sizes to enhance productivity and cultivate stronger relationships with clients.

Integrations for Highrise
Connect Expensify + Highrise in easier way

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

  • Triggers
  • New Contact

    Triggers when a new contact is created

  • Updated Contact

    Triggers when a new contact is created

  • 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

How Expensify & Highrise 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 Highrise 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 Highrise.

    (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, 9:13 pm
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