Connect Expensify and Kanban Zone to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Card Created
runs when New Card Created
Card Is Moved
runs when Card Is Moved
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.
Get Board Statistics
Get card statistics for a specific board
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Frequently Asked Questions
To start, connect both your Expensify and Kanban Zone accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in Kanban Zone (or vice versa).
Absolutely. You can customize how Expensify data is recorded in Kanban Zone. This includes choosing which data fields go into which fields of Kanban Zone, setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and Kanban Zone 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 Kanban Zone. 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 Kanban Zone
Get into the Kanban Zone to collaborate online using Kanban with a laser focus on the right work at the right time.
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