Connect Expensify and KwesForms to Build Intelligent Automations
Ready to use Expensify and KwesForms automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Created
runs when New Form Created
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 All Websites
Retrieve all websites in your account.
Get Website Details
Get detailed information for a specific website.
Create Website
Create a new website with a given name.
Create Form
Create a new form for a selected website.
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Frequently Asked Questions
To start, connect both your Expensify and KwesForms accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in KwesForms (or vice versa).
Absolutely. You can customize how Expensify data is recorded in KwesForms. This includes choosing which data fields go into which fields of KwesForms, setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and KwesForms 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 KwesForms. 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 KwesForms
KwesForms is a powerful tool for creating and managing forms with ease. It offers advanced features like form validation, spam protection, and seamless integration with various platforms, making it ideal for businesses and developers looking to streamline their data collection processes.
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