Connect Expensify and FastBill
Integrate Expensify with FastBill to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Expensify + FastBill flows
Start from a real workflow other teams are already running.
Choose a trigger
Expensify
When this happens...
- Request a new Trigger for Expensify
Choose an action
FastBill
Automatically do this!
Create Customer
Create Invoice
Add Payment for Invoice
Send Invoice by Email
Create Revenue
Add Payment for Revenue
Create Offer
Search Customer
Search Invoice
Canceling an Invoice
Create Report in Expensify when New Offer in FastBill
Use this flowGet Policy Details from Expensify when New Offer in FastBill
Use this flowCreate Report in Expensify when New Customer in FastBill
Use this flowGet Policy Details from Expensify when New Customer in FastBill
Use this flowCreate Report in Expensify when Customer Updated in FastBill
Use this flowGet Policy Details from Expensify when Customer Updated in FastBill
Use this flowCreate Report in Expensify when Customer Deleted in FastBill
Use this flowGet Policy Details from Expensify when Customer Deleted in FastBill
Use this flowCreate Report in Expensify when New Invoice in FastBill
Use this flowGet Policy Details from Expensify when New Invoice in FastBill
Use this flowSupported Triggers & Actions
Everything you can automate between Expensify and FastBill.
When this happensTriggers
A trigger is an event that starts a workflow.
New Offer
Triggers when a new offer was created within your FastBill account.
New Customer
Triggers when a new customer is created within your FastBill account.
Customer Updated
Triggers when a customer is updated within your FastBill account.
Customer Deleted
Triggers when a customer is deleted within your FastBill account.
New Invoice
Triggers when a new invoice is created within your FastBill account.
Invoice Completed
Triggers when an invoice is completed within your FastBill account.
Do thisActions
Action is the task that follows automatically within your Expensify integrations.
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.
Create Customer
Creates a new customer in FastBill.
Create Invoice
Creates a new invoice.
Add Payment for Invoice
Adds full payment for an invoice.
Send Invoice by Email
Send an invoice by email.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About FastBill
FastBill is a cloud app for German invoicing & accounting. Writing offers and invoices, paying your bills or preparing your tax return is easier than ever with FastBill.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Expensify and FastBill accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Expensify and FastBill as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach FastBill. No coding required.
Yes. You can set up a workflow where Expensify triggers actions in FastBill, and a separate workflow where FastBill triggers actions in Expensify. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Expensify and FastBill. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Expensify and FastBill integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
