Expensify connector references

Overview

Expensify can be used to streamline expense management by automating the capture, approval, and reporting of expenses, ensuring efficient and accurate financial tracking for your organization.

Meta information

Connector	Expensify
Authentication type	Basic auth
Data centers	US, EU, IN, AU, CN, JP, CA, and SA
Applicable for	C5, C6
Website	https://www.expensify.com/
Privacy policy	https://use.expensify.com/privacy
API documentation	https://integrations.expensify.com/Integration-Server/doc/#introduction
Categories	Accounting & invoicing

Module & actions

Module	Action	Description
Expense	Add an Expense	To create expenses in a user’s account
	Get all Expenses	To fetch all expenses from a user's account
	Get Expense	To fetch details of a specific expense
	Update Expense	To update details of an existing expense

Where this connector can be used

Deluge

The actions mentioned above, under the Modules & actions section, can all be performed using Deluge workflows:

Task	Description
invokeURL	The Deluge invokeURL task can be used to access all Expensify APIs. For complete information on the APIs, visit the Expensify API doc.

Data sources

However, for integration forms and fields, only selected resources can be used. The table below indicates which modules within Expensify support the creation of various components, such as integration forms, reports, and more, in Creator.

Module	Integration Field	Integration Form	Integration Report
Expense	✗	✓	✗

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Quick Links	Workflow Automation	Data Collection
Web Forms	Enterprise	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
CRM Forms	Customer Service	Accessible Forms
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Order Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel
Prefill Forms	Non-Profit
Intake Forms	Legal	Mobile App
Form Designer	HR	Mobile Forms
Card Forms	Food	Offline Forms
Assign Forms	Photography	Mobile Forms Features
Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms
Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
Form to PDF	Jotform alternative	HIPAA Forms
Email Forms		Encrypted Forms
Embeddable Forms		Secure Forms
Drag and Drop form builder		WCAG

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Zoho Pagesense Resources

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