How to connect Expensify + WPForms
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- 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 Form EntryTriggers when a form entry is submitted.Trigger
- Step 1: Authenticate Expensify and WPForms.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.