Connect Expensify and When I Work to Build Intelligent Automations

Choose a Trigger

Expensify

When this happens...

Choose an Action

When I Work

Automatically do this!

Enable Integrations or automations with these events of Expensify and When I Work

Enable Integrations or automations with these events of Expensify and When I Work

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 an User

Create an User

Creates an employee, manager, or supervisor.

Request a new Action for Expensify

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Frequently Asked Questions

How do I start an integration between Expensify and When I Work?

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

Can we customize how data from Expensify is recorded in When I Work?

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

How often does the data sync between Expensify and When I Work?

The data sync between Expensify and When I Work 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 When I Work?

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 When I Work?

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

About When I Work

When I Work is an employee scheduling and time tracking software designed to streamline workforce management and enhance communication among teams. It provides tools for scheduling, attendance tracking, and time clock functionalities, catering to businesses seeking efficient shift planning and workforce management solutions.

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