Connect Expensify and WP SMS to Build Intelligent Automations

Choose a Trigger

Expensify

When this happens...

Choose an Action

WP SMS

Automatically do this!

Enable Integrations or automations with these events of Expensify and WP SMS

Enable Integrations or automations with these events of Expensify and WP SMS

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

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 WP SMS?

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

Can we customize how data from Expensify is recorded in WP SMS?

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

How often does the data sync between Expensify and WP SMS?

The data sync between Expensify and WP SMS 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 WP SMS?

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 WP SMS?

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