Connect Expensify and Wati to Build Intelligent Automations
Ready to use Expensify and Wati automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Triggers when a specific event occurs in Wati
Do thisActions
Action is the task that follows automatically within your Expensify integrations.
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.
Send Template Based WhatsApp Message
Send a predefined WhatsApp message template.
Add Contact
Create a new Contact in Wati.
Send Session Message
Send a WhatsApp Message to an open session.
Update Contact Attributes
Update an existing Contact with attributes on WATI.
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Frequently Asked Questions
To start, connect both your Expensify and Wati accounts to viaSocket. Once connected, you can set up a workflow where an event in Expensify triggers actions in Wati (or vice versa).
Absolutely. You can customize how Expensify data is recorded in Wati . This includes choosing which data fields go into which fields of Wati , setting up custom formats, and filtering out unwanted information.
The data sync between Expensify and Wati 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 Wati . 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 Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
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