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Expensify + Box + Insightly Integrations

How to connect Expensify + Box + Insightly

Zapier lets you send info between Expensify and Box and Insightly automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Choose an Action
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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.

Supported triggers and actions

What does this mean?
    • TitleRequired

    • Email AddressRequired

    • PolicyRequired

    Action
    Write
    • Report IDRequired

    • Include Full-Page Receipts

    Action
    Write
    • Report NumberRequired

    Action
    Search
  • Box triggers, actions, and search

    New Event

    Triggered when a new event is performed (this is the activity stream).

    Trigger
    Scheduled
    Try It

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How Expensify + Box + Insightly Integrations Work

  1. Step 1: Authenticate Expensify, Box, and Insightly.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
expensify logo
expensify logo

About Expensify

Expensify is an application that makes it easy to import expenses directly from a credit card to create expense reports quickly and easily.
Help

Related categories

  • Accounting

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insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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