Connect Expensify and SurveyMethods to Build Intelligent Automations
Ready to use Expensify and SurveyMethods automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Survey Created
Triggers when a New Survey is Created.
New Response Completed
Triggers when a respondent completes a survey response.
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 Email List
Create a new email list in a SurveyMethods account.
Add Contact to Email List
Add a contact to an existing email list in SurveyMethods.
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Frequently Asked Questions
To start, connect both your Expensify and SurveyMethods accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in SurveyMethods (or vice versa).
Absolutely. You can customize how Expensify data is recorded in SurveyMethods. This includes choosing which data fields go into which fields of SurveyMethods, setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and SurveyMethods 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 SurveyMethods. 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 SurveyMethods
SurveyMethods is a comprehensive online survey tool designed to help businesses and organizations create, distribute, and analyze surveys efficiently. It offers a range of features including customizable survey templates, advanced analytics, and integration capabilities to enhance data collection and decision-making processes.
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