ConnectWise Manage + Expensify Integrations
How to connect ConnectWise Manage + Expensify
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New/Updated ContactTriggers when a contact is created or updated.Trigger- New/Updated ProjectTriggers when a project is created or updated.Trigger
- New/Updated TicketTriggers when a service ticket is created and/or updated.Trigger
- New TerritoryTriggers when a new territory is created.Trigger
- Create CompanyCreates a new company.Action
- Create ContactCreates a new contact.Action
- Create TicketCreates a new service desk or project ticket.Action
- Create Ticket NoteCreate a service note or ticket note.Action
- ConnectWise Manage
Updates an existing company.
Scheduled
Action
- ConnectWise Manage
Updates an existing service or project ticket.
Scheduled
Action
- ConnectWise Manage
Find a company by company identifier.
Scheduled
Action
- ConnectWise Manage
Find a contact by name, email, or other parameter.
Scheduled
Action
- ConnectWise Manage
Find a ticket by ID, Summary, or other parameter.
Scheduled
Action
- ConnectWise Manage
Find a company by Company ID. Optionally, create one if none are found.
Scheduled
Action
- ConnectWise Manage
Find a contact by name, email, or other parameter. Optionally, create one if none are found.
Scheduled
Action
- ConnectWise Manage
Find a ticket by ID, Summary, or other parameter. Optionally, create one if none are found.
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 ConnectWise Manage + Expensify Integrations Work
- Step 1: Authenticate ConnectWise Manage 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 ConnectWise Manage
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