Integrate Expensify with WebEngage
Send information between Expensify and WebEngage automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Expensify and WebEngage 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
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
Add or update user
Adds a new user. Updates the details if it already exists.
Send transactional campaign
Sends a transactional campaign via push notification, SMS, or email.
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.
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What is WebEngage?
WebEngage is a marketing automation application that helps you craft contextual and personalized campaigns to engage your users through push notifications, SMS, emails, and more.
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