Connect Expensify and DataScope to Build Intelligent Automations

Choose a Trigger

Expensify

When this happens...

Choose an Action

DataScope

Automatically do this!

Enable Integrations or automations with these events of Expensify and DataScope

Enable Integrations or automations with these events of Expensify and DataScope

Actions

Create Report

Create Report

Create a new expense report for an employee.

Get Policy Details

Get Policy Details

Retrieve tax, categories, tags, report fields, and employee info for one or more policies.

Assign  New Task

Assign New Task

Create a new tasks assigned to specific form and user.

Modify Form Answer

Modify Form Answer

Create or change a new answer

Request a new Action for Expensify

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Frequently Asked Questions

How do I start an integration between Expensify and DataScope?

To start, connect both your Expensify and DataScope accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in DataScope (or vice versa).

Can we customize how data from Expensify is recorded in DataScope?

Absolutely. You can customize how Expensify data is recorded in DataScope. This includes choosing which data fields go into which fields of DataScope, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Expensify and DataScope?

The data sync between Expensify and DataScope typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Expensify to DataScope?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Expensify and DataScope?

Yes, you can set conditional logic to control the flow of data between Expensify and DataScope. 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.

Expensify

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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DataScope

About DataScope

DataScope is a comprehensive data management platform designed to streamline data collection, analysis, and reporting processes. It offers robust tools for businesses to efficiently handle their data needs, ensuring accuracy and compliance.

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