Connect Expensify and Mobilo Card to Build Intelligent Automations

Choose a Trigger

Expensify

When this happens...

Choose an Action

Mobilo Card

Automatically do this!

Enable Integrations or automations with these events of Expensify and Mobilo Card

Enable Integrations or automations with these events of Expensify and Mobilo Card

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 Mobilo Card?

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

Can we customize how data from Expensify is recorded in Mobilo Card?

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

How often does the data sync between Expensify and Mobilo Card?

The data sync between Expensify and Mobilo Card 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 Mobilo Card?

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 Mobilo Card?

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

About Mobilo Card

The Smart Business Card. Share your contact details with a tap and turn your meetings into leads. The only digital business card with data analytics and link tracking.

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