Connect Unity and Expensify to Build Intelligent Automations

Choose a Trigger

Unity

When this happens...

Choose an Action

Expensify

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Unity Event Occurs

Unity Event Occurs

Runs when Unity Event Occurs

Request a new Trigger for Unity

Do thisActions

Action is the task that follows automatically within your Unity integrations.

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 Unity

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Frequently Asked Questions

How do I start an integration between Unity and Expensify?

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

Can we customize how data from Unity is recorded in Expensify?

Absolutely. You can customize how Unity 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.

How often does the data sync between Unity and Expensify?

The data sync between Unity and Expensify 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 Unity to Expensify?

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 Unity and Expensify?

Yes, you can set conditional logic to control the flow of data between Unity 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.