Connect Expensify and Pro Agent Solutions to Build Intelligent Automations
Enable Integrations or automations with these events of Expensify and Pro Agent Solutions
Enable Integrations or automations with these events of Expensify and Pro Agent Solutions
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 Pro Agent Solutions accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in Pro Agent Solutions (or vice versa).
Absolutely. You can customize how Expensify data is recorded in Pro Agent Solutions. This includes choosing which data fields go into which fields of Pro Agent Solutions, setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and Pro Agent Solutions 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 Pro Agent Solutions. 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 Pro Agent Solutions
Pro Agent Solutions helps real estate agents and brokers manage their customer relationships, stay organized and generate leads so they can sell more homes.
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