Connect Expensify and sutra to Build Intelligent Automations
Enable Integrations or automations with these events of Expensify and sutra
Enable Integrations or automations with these events of Expensify and sutra
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.
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Frequently Asked Questions
To start, connect both your Expensify and sutra accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in sutra (or vice versa).
Absolutely. You can customize how Expensify data is recorded in sutra. This includes choosing which data fields go into which fields of sutra, setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and sutra 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 sutra. 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.
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About sutra
Sutra is a group learning platform designed around meaningful connection and conversation.
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