bexio + Expensify Integrations

How to connect bexio + Expensify

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Supported triggers and actions

What does this mean?

New Bank Account Transaction
Triggers when a new bank account transaction is processed (Cash accounts are not supported).
Trigger
Scheduled
New/Updated Company
Triggers when a company is added or updated.
Trigger
Scheduled
New Sales-Invoice
Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
Trigger
Scheduled
New Order
Triggers when a Order is created or updated with the chosen status (line items not provided).
Trigger
Scheduled
New/Updated Person
Triggers when a person is added or updated.
Trigger
Scheduled

New Product
Triggers new Products.
Trigger
Scheduled
New Project
Triggers when a Project is created or updated with the chosen status.
Trigger
Scheduled

New Quotes
Triggers when a quote is created or updated with the chosen status (line items not provided).
Trigger
Scheduled

bexio
Creates a manual entry in accounting.
Scheduled
Action
bexio
Create a new company.
Scheduled
Action
bexio
Create a new person.
Scheduled
Action
bexio
Updates a person.
Scheduled
Action
bexio
Uploads a file to Inbox.
Scheduled
Action
bexio
Create a product based sales invoice.
Scheduled
Action
bexio
Exports an existing sales invoice as a PDF document.
Scheduled
Action
bexio
Send a Sales-Invoice to an E-Mail address.
Scheduled
Action
bexio
Create a sales order based products.
Scheduled
Action
bexio
Creates a product.
Scheduled
Action
bexio
Updates a product.
Scheduled
Action
bexio
Creates a project.
Scheduled
Action
bexio
Create a sales quote based products.
Scheduled
Action
bexio
Creates a time tracking.
Scheduled
Action
bexio
Updates a company.
Scheduled
Action
bexio
Finds an existing account.
Scheduled
Action
bexio
Find a company.
Scheduled
Action
bexio
Find a country.
Scheduled
Action
bexio
Search an invoice.
Scheduled
Action
bexio
Search an order.
Scheduled
Action
bexio
Find a person.
Scheduled
Action
bexio
Finds an existing product by name or code.
Scheduled
Action
bexio
Search a project.
Scheduled
Action
bexio
Search an quote.
Scheduled
Action
bexio
Finds or creates a company.
Scheduled
Action
bexio
Finds or creates a person.
Scheduled
Action
bexio
Finds or creates a product.
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 bexio + Expensify Integrations Work

Step 1: Authenticate bexio 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.