Connect Expensify and Intend to Build Intelligent Automations
Enable Integrations or automations with these events of Expensify and Intend
Enable Integrations or automations with these events of Expensify and Intend
Actions
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.
List Goals
Get all the existing goals
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Frequently Asked Questions
To start, connect both your Expensify and Intend accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in Intend (or vice versa).
Absolutely. You can customize how Expensify data is recorded in Intend. This includes choosing which data fields go into which fields of Intend, setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and Intend typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Expensify and Intend. 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.
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 MoreAbout Intend
Intend is a powerful tool designed to help you set, track, and achieve your goals efficiently. Whether you're managing personal objectives or professional milestones, Intend provides a streamlined platform to keep you focused and motivated.
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