Act! + Expensify Integrations
How to connect Act! + Expensify
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Auth TestTests authentication by getting 1 contact.Trigger- New ContactTriggers when a new contact is created.Trigger
- New OpportunityTriggers when a new opportunity is created.Trigger
- Add ActivityAdds an activity to a contact.Action
- Add NoteAdds a note to a contact.Action
- Add OpportunityCreates a new opportunity.Action
- Add ContactCreates a new contact.Action
- Add HistoryAdds a history to a contact.Action
- Act!
Creates a new group.
Scheduled
Action
- Act!
Updates a new contact.
Scheduled
Action
- Act!
Finds or creates a contact.
Scheduled
Action
- Act!
Looks up groups in Act!
Scheduled
Action
- Act!
Find or Update or Create Contact
Scheduled
Action
- Act!
Find or Create Contact
Scheduled
Action
- Act!
Find or Create Contact
Scheduled
Action
- Act!
Looks up groups in Act!
Scheduled
Action
- Expensify
Triggered when a new report is created.
Scheduled
Trigger
- Expensify
Scheduled
Action
- Expensify
Creates a single expense item.
Scheduled
Action
- Expensify
Given a Report ID (from a trigger), export that report to a PDF document.
Scheduled
Action
- Expensify
Retrieves a specific expense report, using the report's number.
Scheduled
Action
How Act! + Expensify Integrations Work
- Step 1: Authenticate Act! 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.
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