Accelo + Expensify Integrations
How to connect Accelo + Expensify
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Choose a Trigger
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Choose an Action
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Task Assigned
Triggers when a task is assigned.
Try ItEmailRequired
First Name
Last Name
Mobile
Phone
Fax
Comments
Position
Company Name
Company Website
Company Phone
Company Fax
Company Comments
TitleRequired
TypeRequired
EmailRequired
Salesperson
Comments
Value
Rating
First Name
Last Name
Mobile
Phone
Fax
Position
Company Name
Company Phone
Company Fax
Company Website
Company Comments
Pause Timers
Pauses any active timers.
New Request
Triggers when a new request is created.
Try ItTypeRequired
SubjectRequired
BodyRequired
EmailRequired
First Name
Last Name
Mobile
Phone
Fax
Company Name
Position
Company Phone
Company Fax
Company Website
Company Comments
Send on Behalf of Contact
SubjectRequired
Initial Seconds
Auto Start
Resource URLRequired
How Accelo + Expensify Integrations Work
- Step 1: Authenticate Accelo and Expensify.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Accelo
Accelo manages all your client work in one place, making your business more profitable and you less stressed.
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About Expensify
Expensify is an application that makes it easy to import expenses directly from a credit card to create expense reports quickly and easily.
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