Connect Expensify and Symbl.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Expensify
Choose an Action
Automatically do this!
Submit text
Append text
Submit audio [URL]
Append audio [URL]
Submit video [URL]
List conversations
Append video [URL]
Get job status
Update conversation
Delete conversation
Get members
Get action items
Get analytics
Get bookmarks
Get follow-ups
Enable Integrations or automations with these events of Expensify and Symbl.ai
Enable Integrations or automations with these events of Expensify and Symbl.ai
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.
Submit text
Submit text to create a conversation and process the content.
Append text
Append text to a conversation that you previously processed.
Submit audio [URL]
Submit audio using a URL to create a conversation and process the content.
Append audio [URL]
Append audio to an existing conversation using a URL and process the content.
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Frequently Asked Questions
To start, connect both your Expensify and Symbl.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in Symbl.ai (or vice versa).
Absolutely. You can customize how Expensify data is recorded in Symbl.ai. This includes choosing which data fields go into which fields of Symbl.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and Symbl.ai 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 Symbl.ai. 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 Symbl.ai
Symbl.ai is a cutting-edge AI platform that provides advanced conversational intelligence capabilities. It enables developers and businesses to integrate real-time speech-to-text, sentiment analysis, topic detection, and other AI-driven insights into their applications. With Symbl.ai, users can enhance their communication tools, improve customer interactions, and gain valuable insights from conversations.
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