Connect Expensify and Totango to Build Intelligent Automations

Choose a Trigger

Expensify

When this happens...

Choose an Action

Totango

Automatically do this!

Enable Integrations or automations with these events of Expensify and Totango

Enable Integrations or automations with these events of Expensify and Totango

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.

Get User

Get User

Get details of user account

List Events

List Events

Get all the events form totango.

List Touchpoint Type

List Touchpoint Type

Get all the touchpoint type form totango.

List Touchpoint Tags

List Touchpoint Tags

Get all the touchpoint tags form totango.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Expensify and Totango?

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

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

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

How often does the data sync between Expensify and Totango?

The data sync between Expensify and Totango 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 Totango?

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 Totango?

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