Connect Expensify and customertrax handle to Build Intelligent Automations
Enable Integrations or automations with these events of Expensify and customertrax handle
Enable Integrations or automations with these events of Expensify and customertrax handle
Actions
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.
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Frequently Asked Questions
To start, connect both your Expensify and customertrax handle accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in customertrax handle (or vice versa).
Absolutely. You can customize how Expensify data is recorded in customertrax handle. This includes choosing which data fields go into which fields of customertrax handle, setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and customertrax handle 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 customertrax handle. 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.
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About customertrax handle
Handle 2.0™ is a configurable CRM that shrinks the complexity of your processes
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