Connect WPForms and Expensify to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Entry
Triggers on a new form entry.
Do thisActions
Action is the task that follows automatically within your WPForms integrations.
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 WPForms and Expensify accounts to viaSocket. Once connected, you can set up a workflow where an event in WPForms triggers actions in Expensify (or vice versa).
Absolutely. You can customize how WPForms 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 WPForms 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 WPForms 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 WPForms
WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
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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