Connect Expensify and viewneo to Build Intelligent Automations

Choose a Trigger

Expensify

When this happens...

Choose an Action

viewneo

Automatically do this!

Enable Integrations or automations with these events of Expensify and viewneo

Enable Integrations or automations with these events of Expensify and viewneo

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 viewneo?

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

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

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

How often does the data sync between Expensify and viewneo?

The data sync between Expensify and viewneo 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 viewneo?

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 viewneo?

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