Integrations Expensify Waveline Extract
Expensify + Waveline Extract

Connect Expensify and Waveline Extract to Build Intelligent Automations

Choose a Trigger

Expensify

When this happens...

Choose an Action

Waveline Extract

Automatically do this!

Enable Integrations or automations with these events of Expensify and Waveline Extract

Enable Integrations or automations with these events of Expensify and Waveline Extract

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.

Create Job - Extract Document

Create Job - Extract Document

Create the job to extracts data(JSON) from your document.

Get Job

Get Job

Get the result of a job you created earlier with Extract Document

Request a new Action for Expensify

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Frequently Asked Questions

How do I start an integration between Expensify and Waveline Extract?

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

Can we customize how data from Expensify is recorded in Waveline Extract?

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

How often does the data sync between Expensify and Waveline Extract?

The data sync between Expensify and Waveline Extract 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 Waveline Extract?

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 Waveline Extract?

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