Integrate Expensify with Teamwork Desk

Send information between Expensify and Teamwork Desk automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Expensify and Teamwork Desk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Policy created

Triggers when a new policy is created

Report status changed

Triggers when the status of a report is changed to the selected option

Report created

Triggers when a new report is created

Ticket assigned

Triggers when a ticket in the selected inbox is assigned

Ticket Unassigned

Triggers when a ticket in the selected inbox is unassigned

New agent reply

Triggers when an agent sends a reply

New customer reply

Triggers when a customer sends a reply

Thread edited

Triggers when a thread in the selected inbox is edited

New customer

Triggers when a new customer is created

New ticket note

Triggers when a ticket note is added

New ticket

Triggers when a new ticket is created

Updated customer details

Triggers when the details of a customer are updated

All Actions - Actions are the automated tasks

Fetch report

Fetches the details of a specified report by report ID

Create expense item

Creates a single expense item

Create ticket

Creates a new ticket

Create customer

Creates a new customer

Link task to ticket

Links a task to a ticket

Unassign ticket

Unassigns the selected ticket

Assign ticket

Assigns the selected ticket to a user

Reply to ticket

Adds a reply to the selected ticket

Update customer

Updates the details of an existing customer

Update ticket

Updates the details of an existing ticket

Fetch inbox

Fetches the details of an existing inbox by ID, name, or email address

Fetch status

Fetches the status of an existing ticket by ID or name

Fetch tags

Fetch the details of an existing tag by ID or name

Fetch source

Fetches the source of an existing ticket by ID or name

Fetch agent

Fetches the details of an existing agent by ID, name, or email address

Fetch type

Fetches the type of an existing ticket by ID or name

Fetch company

Fetches the details of an existing company by ID, name, or email address

Fetch priorities

Fetches the priority of an existing ticket by ID or name

Fetch customer

Fetches the details of an existing customer by name or email address

Fetch ticket

Fetches the details of an existing ticket by ticket ID or name

What is Expensify?

Expensify is expense management software that provides invoicing, bill processing, and other related financial tools and services. You can set up automatic approval, duplicate expense detection, and also inbox and guided review.

Accounting Popular Premium

What is Teamwork Desk?

Teamwork Desk is help desk software that lets you manage tickets, reports, and help docs. You can organize tickets with tags and smart inboxes, and get instant feedback from your customers.

Customer Support Helpdesk

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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