Connect Expensify and DevRev to Build Intelligent Automations

Choose a Trigger

Expensify

When this happens...

Choose an Action

DevRev

Automatically do this!

Ready to use Expensify and DevRev automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Account Created

Account Created

Trigger when a new Account is created.

Timeline Entry Created

Timeline Entry Created

Trigger when a new Timeline Entry Created.

Tag Updated

Tag Updated

Trigger when a new Tag Updated.

Tag Deleted

Tag Deleted

Trigger when a Tag Deleted.

Tag Created

Tag Created

Trigger when a new Tag Created.

Rev Org Created

Rev Org Created

Trigger when a new Rev Org Created.

Do thisActions

Action is the task that follows automatically within your Expensify integrations.

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.

Update Dev User

Update Dev User

Updates the user corresponding to the input ID.

List Dev Users

List Dev Users

Lists users within your organization.

List Parts

List Parts

Lists a collection of parts

Get specific Part

Get specific Part

Gets a part’s information.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Expensify and DevRev?

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

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

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

How often does the data sync between Expensify and DevRev?

The data sync between Expensify and DevRev 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 DevRev?

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 DevRev?

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

Learn More
DevRev

About DevRev

DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.

Learn More