Connect Expensify and doerkit to Build Intelligent Automations

Choose a Trigger

Expensify

When this happens...

Choose an Action

doerkit

Automatically do this!

Enable Integrations or automations with these events of Expensify and doerkit

Enable Integrations or automations with these events of Expensify and doerkit

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.

Request a new Action for Expensify

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Frequently Asked Questions

How do I start an integration between Expensify and doerkit?

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

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

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

How often does the data sync between Expensify and doerkit?

The data sync between Expensify and doerkit 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 doerkit?

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 doerkit?

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