Connect Expensify and Simplesat to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Expensify
Choose an Action
Automatically do this!
Get Surveys
List Questions
Upsert Customer
Create Member
Update Customer
Create/Update Customer
Enable Integrations or automations with these events of Expensify and Simplesat
Enable Integrations or automations with these events of Expensify and Simplesat
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 Surveys
Get surveys in simplesat.
List Questions
Get a questions in Simplesat.
Upsert Customer
Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.
Create Member
Create a new team member in simplesat
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Frequently Asked Questions
To start, connect both your Expensify and Simplesat accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in Simplesat (or vice versa).
Absolutely. You can customize how Expensify data is recorded in Simplesat. This includes choosing which data fields go into which fields of Simplesat, setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and Simplesat 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 Simplesat. 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 Simplesat
Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.
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