Connect SmartSurvey and Expensify to Build Intelligent Automations
Choose a Trigger
When this happens...
New Response
Choose an Action
Automatically do this!
Create Report
Get Policy Details
Ready to use SmartSurvey and Expensify automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Response
Triggers when a survey has a new response.
Do thisActions
Action is the task that follows automatically within your SmartSurvey integrations.
Create Contact
Creates a contact within a contact list.
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.
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Frequently Asked Questions
To start, connect both your SmartSurvey and Expensify accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSurvey triggers actions in Expensify (or vice versa).
Absolutely. You can customize how SmartSurvey data is recorded in Expensify. This includes choosing which data fields go into which fields of Expensify, setting up custom formats, and filtering out unwanted information.
The data sync between SmartSurvey and Expensify 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 SmartSurvey and Expensify. 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 SmartSurvey
SmartSurvey is an online survey tool that allows users to create, distribute, and analyze surveys easily. It provides a range of templates and customization options to gather valuable insights and feedback from respondents.
Learn MoreAbout 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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