Integrations Expensify Simplifi by Quicken
Expensify + Simplifi by Quicken

Connect Expensify and Simplifi by Quicken to Build Intelligent Automations

Choose a Trigger

Expensify

When this happens...

Choose an Action

Simplifi by Quicken

Automatically do this!

Enable Integrations or automations with these events of Expensify and Simplifi by Quicken

Enable Integrations or automations with these events of Expensify and Simplifi by Quicken

Actions

Create Report

Create Report

Create a new expense report for an employee.

Get Policy Details

Get Policy Details

Retrieve tax, categories, tags, report fields, and employee info for one or more policies.

Request a new Action for Expensify

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Frequently Asked Questions

How do I start an integration between Expensify and Simplifi by Quicken?

To start, connect both your Expensify and Simplifi by Quicken accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in Simplifi by Quicken (or vice versa).

Can we customize how data from Expensify is recorded in Simplifi by Quicken?

Absolutely. You can customize how Expensify data is recorded in Simplifi by Quicken. This includes choosing which data fields go into which fields of Simplifi by Quicken, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Expensify and Simplifi by Quicken?

The data sync between Expensify and Simplifi by Quicken typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Expensify to Simplifi by Quicken?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Expensify and Simplifi by Quicken?

Yes, you can set conditional logic to control the flow of data between Expensify and Simplifi by Quicken. 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.

Expensify

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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Simplifi by Quicken

About Simplifi by Quicken

Simplifi by Quicken is a personal finance management tool designed to help users track their spending, budget effectively, and achieve their financial goals. It offers features such as real-time updates on financial accounts, customizable budgets, and insightful reports to simplify financial planning.

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