Expensify + Box + Insightly Integrations
How to connect Expensify + Box + Insightly
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Do even more with Expensify + Box + Insightly
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Expensify, Box, and Insightly. And don’t forget that you can add more apps and actions to create complex workflows.
New ReportTriggered when a new report is created.Trigger- Create Expense ReportAction
- Create Single ExpenseCreates a single expense item.Action
- Export Report to PDFGiven a Report ID (from a trigger), export that report to a PDF document.Action
- Find ReportRetrieves a specific expense report, using the report's number.Action
New CommentTriggered when someone comments on a file in a folder you own/collaborate on.Trigger- New EventTriggered when a new event is performed (this is the activity stream).Trigger
- New FileTriggered when you add a new file to a folder.Trigger
- Box
Triggered when you add a new folder.
Scheduled
Trigger
- Box
Triggered when you are assigned a task.
Scheduled
Trigger
- Box
Adds an individual user as a collaborator on a folder.
Scheduled
Action
- Box
Adds a comment to a file.
Scheduled
Action
- Box
Copy an already-existing file from another service to Box.
Scheduled
Action
- Box
Creates a brand new folder at the path you specify.
Scheduled
Action
- Box
Moves or copies a file from one folder to another.
Scheduled
Action
- Box
Creates a brand new text (.txt) file from plain text content you specify.
Scheduled
Action
- Box
Adds a task to a file.
Scheduled
Action
- Box
Search for a specific file by name.
Scheduled
Action
- Box
Search for a specific folder by name.
Scheduled
Action
- Insightly
Triggers when a record is deleted.
Instant
Trigger
- Insightly
Triggers when a new record is created.
Instant
Trigger
- Insightly
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Instant
Trigger
- Insightly
Triggers when a record is updated.
Instant
Trigger
- Insightly
Creates a Record
Scheduled
Action
- Insightly
Updates a Record
Scheduled
Action
- Insightly
Finds an existing Record
Scheduled
Action
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How Expensify + Box + Insightly Integrations Work
- Step 1: Authenticate Expensify, Box, and Insightly.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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