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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Voucher Created
Trigger when a new voucher is created.
Do thisActions
Action is the task that follows automatically within your Voucherify integrations.
Create Category
Create category with a specific name and hierarchy.
Create Segment
Create a customer segment.
Update Reward
Update the details of a reward.
Update Customer
Update an existing customer.
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 Voucherify and Expensify accounts to viaSocket. Once connected, you can set up a workflow where an event in Voucherify triggers actions in Expensify (or vice versa).
Absolutely. You can customize how Voucherify 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 Voucherify 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 Voucherify 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 Voucherify
Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.
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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