Connect Expensify and PPM Express to Build Intelligent Automations
Enable Integrations or automations with these events of Expensify and PPM Express
Enable Integrations or automations with these events of Expensify and PPM Express
Actions
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.
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Frequently Asked Questions
To start, connect both your Expensify and PPM Express accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in PPM Express (or vice versa).
Absolutely. You can customize how Expensify data is recorded in PPM Express. This includes choosing which data fields go into which fields of PPM Express, setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and PPM Express 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 PPM Express. 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.
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About PPM Express
PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing projects in Microsoft Planner, Azure DevOps, Jira Software, Monday.com, and Microsoft Project Online to get a big picture view of your projects and product portfolio.
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