Integrating ZoomAI with Expensify by AI Agents and Assistants

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

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About ZoomAI

Zoom.ai is a chat-based productivity platform that allows employees to safely automate routine operations such as meeting scheduling, file searching, CRM management, and document generation, allowing them to operate more efficiently.

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
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Connect ZoomAI + Expensify in easier way

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

  • Triggers
  • New Contact

    Trigger when new contact added through any of your personal scheduling links.

  • New Meeting Request

    Triggers when new meeting request created by you.

  • Actions
  • Create Contact

    Creates a contact

  • Create Meeting Request

    create a meeting request

  • 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 ZoomAI & Expensify Integrations Work

  1. Step 1: Choose ZoomAI 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 ZoomAI 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 21, 2024, 1:32 am
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