Connect Expensify and sitecapture to Build Intelligent Automations

Choose a Trigger

Expensify

When this happens...

Choose an Action

sitecapture

Automatically do this!

Enable Integrations or automations with these events of Expensify and sitecapture

Enable Integrations or automations with these events of Expensify and sitecapture

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 sitecapture?

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

Can we customize how data from Expensify is recorded in sitecapture?

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

How often does the data sync between Expensify and sitecapture?

The data sync between Expensify and sitecapture 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 sitecapture?

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 sitecapture?

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

About sitecapture

SiteCapture is a field reporting tool to collect photos and data from a job site. SiteCapture is used in home service industries such as solar to improve time and accuracy of site survey and system installations. Take photos and sync in real time for the most advanced technology in field services.

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