Cognito Forms + Expensify Integrations

How to connect Cognito Forms + Expensify

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Supported triggers and actions

What does this mean?

Entry Deleted
Triggers when an entry is deleted.
Trigger
Instant
New Entry
Triggers when someone fills out your form.
Trigger
Instant
New Order
Triggers when an order is created.
Trigger
Instant
New Payment
Triggers when a payment is collected.
Trigger
Instant
New Refund
Triggers when a refund is issued.
Trigger
Instant

Update Entry
Triggers when someone updates an entry.
Trigger
Instant
Create Entry
Creates a new entry.
Action
Write

Update Entry
Updates an entry.
Action
Write

Cognito Forms
Sets the availability of a form.
Scheduled
Action
Cognito Forms
Gets an entry document.
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 Cognito Forms + Expensify Integrations Work

Step 1: Authenticate Cognito Forms 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.

Connect apps

Connect Cognito Forms + Expensify

Cognito Forms Tutorials

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more