Connect Expensify and Perplexity to Build Intelligent Automations
Ready to use Expensify and Perplexity automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Async Chat Completion
Triggers when new asynchronus chat is completed.
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.
Chat Completion
Generates a model's response for the given chat conversation.
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Frequently Asked Questions
To start, connect both your Expensify and Perplexity accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in Perplexity (or vice versa).
Absolutely. You can customize how Expensify data is recorded in Perplexity. This includes choosing which data fields go into which fields of Perplexity, setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and Perplexity 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 Perplexity. 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 Perplexity
Perplexity is an AI-powered platform designed to provide users with advanced tools for data analysis, natural language processing, and machine learning. It offers a suite of features that enable businesses and developers to harness the power of artificial intelligence to gain insights, automate processes, and enhance decision-making capabilities.
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