Connect Expensify and Runn to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Expensify
Choose an Action
Automatically do this!
Create project
Create client
Create Person
Create role
Create skill
Assign person to project
Find project
Find a client
Find role
Find Person
Enable Integrations or automations with these events of Expensify and Runn
Enable Integrations or automations with these events of Expensify and Runn
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.
Create project
Create a new Runn project for the chosen client, with optional budget, team, and rate settings.
Create client
Create a new client in Runn using a name and optional website.
Create Person
Add a person to Runn so they can be assigned a role, team, and schedule.
Create role
Create a new role in Runn to assign to people and projects.
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Frequently Asked Questions
To start, connect both your Expensify and Runn accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in Runn (or vice versa).
Absolutely. You can customize how Expensify data is recorded in Runn. This includes choosing which data fields go into which fields of Runn, setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and Runn 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 Runn. 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 Runn
Runn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.
Learn More
