Integrations Expensify Easy Project
Expensify + Easy Project

Connect Expensify and Easy Project to Build Intelligent Automations

Choose a Trigger

Expensify

When this happens...

Choose an Action

Easy Project

Automatically do this!

Enable Integrations or automations with these events of Expensify and Easy Project

Enable Integrations or automations with these events of Expensify and Easy Project

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 Easy Project?

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

Can we customize how data from Expensify is recorded in Easy Project?

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

How often does the data sync between Expensify and Easy Project?

The data sync between Expensify and Easy Project 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 Easy Project?

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 Easy Project?

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

About Easy Project

Easy Project is a professional project management software for you, your team and the whole company. Based on WBS, Gantt, Agile and other best PM practices. It is compatible with modules for Resources, Finances, Help Desk and CRM.

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