Connect Ziflow and Expensify to Build Intelligent Automations
Choose a Trigger
When this happens...
Proof Created
Reviewer Comment
Reviewer Decision
Choose an Action
Automatically do this!
Create Report
Get Policy Details
Ready to use Ziflow and Expensify automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Proof Created
Triggers when a proof is created.
Reviewer Comment
Triggers when a reviewer makes a comment on a proof.
Reviewer Decision
Triggers when a reviewer makes a decision on a proof.
Do thisActions
Action is the task that follows automatically within your Ziflow integrations.
Create a Folder
Creates a new folder in Ziflow to organize proofs and files.
List Root Folders
Get a list of top level folders the user can access.
List Users
Get a list of users registered in your account.
List Contacts
Get a list of all contacts.
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 Ziflow and Expensify accounts to viaSocket. Once connected, you can set up a workflow where an event in Ziflow triggers actions in Expensify (or vice versa).
Absolutely. You can customize how Ziflow 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 Ziflow 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 Ziflow 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 Ziflow
Ziflow is an online proofing tool designed for marketing teams and agencies to review and approve creative content. It supports various file types and provides features for collaboration and feedback.
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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