Connect Expensify and Scale to Build Intelligent Automations
Enable Integrations or automations with these events of Expensify and Scale
Enable Integrations or automations with these events of Expensify and Scale
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.
Get Tasks
Retrieve all the tasks for given project.
Create Batch
Create a new batch in a project to group related tasks for processing.
Pause Batch
Pause processing of an in-progress Batch. Only unstarted tasks will be paused.
Resume Batch
Resume processing of a paused Batch. Previously paused tasks will be resumed.
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Frequently Asked Questions
To start, connect both your Expensify and Scale accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in Scale (or vice versa).
Absolutely. You can customize how Expensify data is recorded in Scale. This includes choosing which data fields go into which fields of Scale, setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and Scale 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 Scale. 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 Scale
Scale provides advanced AI-driven solutions for data labeling and annotation, helping businesses streamline their machine learning workflows.
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