Connect Expensify and TidyCal to Build Intelligent Automations

Choose a Trigger

Expensify

When this happens...

Choose an Action

TidyCal

Automatically do this!

Ready to use Expensify and TidyCal automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Bookings

New Bookings

Triggers when a new booking is created in Tidycal.

Cancelled Booking

Cancelled Booking

Triggers when a booking is cancelled in Tidycal.

Rescheduled Booking

Rescheduled Booking

Triggers when a booking is rescheduled.

New Booking Type

New Booking Type

Lists the booking types.

New Contact

New Contact

Triggers when a contact is added.

New Team

New Team

Lists the teams.

Do thisActions

Action is the task that follows automatically within your Expensify integrations.

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.

List Bookings

List Bookings

Get a list of bookings.

List Teams

List Teams

Get a list of teams.

Get Booking Details

Get Booking Details

Get bookings details by booking ID

Cancel Booking

Cancel Booking

Cancel a booking by ID

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Frequently Asked Questions

How do I start an integration between Expensify and TidyCal?

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

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

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

How often does the data sync between Expensify and TidyCal?

The data sync between Expensify and TidyCal 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 TidyCal?

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 TidyCal?

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

About TidyCal

TidyCal is a simple, user-friendly scheduling tool designed to streamline the process of booking appointments and meetings. It allows users to set up their availability and share personalized booking links, making it easy for others to schedule time with them. TidyCal integrates with various calendar platforms, such as Google Calendar and Outlook, to automatically sync events and avoid double bookings. It’s popular for its clean interface, customizable settings, and time-saving features for both individuals and teams.

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