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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New conversation
Trigger when new conversation is created
New message
Trigger when new message is created
New contact
Trigger when new contact is created
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.
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Frequently Asked Questions
To start, connect both your Expensify and Reamaze accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in Reamaze (or vice versa).
Absolutely. You can customize how Expensify data is recorded in Reamaze. This includes choosing which data fields go into which fields of Reamaze, setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and Reamaze 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 Reamaze. 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 Reamaze
Reamaze is a web-based customer communication platform that integrates email, social media, and live chat functionalities to provide a comprehensive support solution for businesses.
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