Connect Expensify and Basecamp to Build Intelligent Automations
Ready to use Expensify and Basecamp automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Trigger when any activity happens in a basecamp.
New Message
Trigger when a new message is created in a basecamp.
New Schedule Entry
Trigger when a new schedule entry is created in a basecamp.
New To-Do
Trigger when a new todo is created in a basecamp.
New To-Do List
Triggers when a new todo list is created in a basecamp.
New Project
Triggers when a new project is created.
Do thisActions
Action is the task that follows automatically within your Expensify integrations.
Create Report
Create a new expense report for an employee.
Get Policy Details
Retrieve tax, categories, tags, report fields, and employee info for one or more policies.
Create Project
Creates a new project.
Create a Message
Creates a new message in a message board.
Create Document
Creates a new document in a folder.
Create To-Do
Creates a new to-do in a to-do list.
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Frequently Asked Questions
To start, connect both your Expensify and Basecamp accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in Basecamp (or vice versa).
Absolutely. You can customize how Expensify data is recorded in Basecamp . This includes choosing which data fields go into which fields of Basecamp , setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and Basecamp typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Expensify and Basecamp . For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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.
Learn MoreAbout Basecamp
Basecamp lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.
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