Connect Expensify and NEXT to Build Intelligent Automations

Choose a Trigger

Expensify

When this happens...

Choose an Action

NEXT

Automatically do this!

Enable Integrations or automations with these events of Expensify and NEXT

Enable Integrations or automations with these events of Expensify and NEXT

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.

Find Account

Find Account

Find an account in Next

Create a New Account

Create a New Account

Creates a new account in next.

Create Highlight

Create Highlight

Create a highlight

Create Recording

Create Recording

Create a recording in Next

Request a new Action for Expensify

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Frequently Asked Questions

How do I start an integration between Expensify and NEXT?

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

Can we customize how data from Expensify is recorded in NEXT?

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

How often does the data sync between Expensify and NEXT?

The data sync between Expensify and NEXT 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 NEXT?

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 NEXT?

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

About NEXT

Next is a cutting-edge platform designed to streamline your workflow and enhance productivity. With a focus on seamless integration and user-friendly features, Next empowers teams to collaborate efficiently and achieve their goals.

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