Connect Expensify and Omnisend to Build Intelligent Automations

Choose a Trigger

Expensify

When this happens...

Choose an Action

Omnisend

Automatically do this!

Enable Integrations or automations with these events of Expensify and Omnisend

Enable Integrations or automations with these events of Expensify and Omnisend

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.

Send a Custom Event

Send a Custom Event

Send a custom event to Omnisend including contact details and event properties.

Create Subscriber

Create Subscriber

Add a new contact to Omnisend using an email and optional details (name, phone, address), tags, custom properties, and subscription status.

Request a new Action for Expensify

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Expensify and Omnisend?

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

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

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

How often does the data sync between Expensify and Omnisend?

The data sync between Expensify and Omnisend 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 Omnisend?

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 Omnisend?

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

Learn More
Omnisend

About Omnisend

Omnisend is a marketing automation platform designed for e-commerce businesses, offering features like email marketing, SMS messaging, push notifications, and segmentation to help merchants enhance their marketing efforts.

Learn More