Integrate Expensify with SmartrMail

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

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Supported triggers and actions

Integrate Expensify and SmartrMail using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Report created

Triggers when a new report is created

Report status changed

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

Policy created

Triggers when a new policy is created

List created

Triggers when a new list is created

All Actions - Actions are the automated tasks

Create expense item

Creates a single expense item

Fetch report

Fetches the details of a specified report by report ID

Create list

Creates a new subscriber list

Add subscribers

Creates new subscribers and adds them to an existing list

Update subscriber

Updates the details of an existing subscriber

Fetch subscriber

Fetches the details of an existing subscriber

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.

What is SmartrMail?

SmartrMail is a cloud-based email marketing application built for commerce. It lets you send email campaigns, newsletters, SMS, and more.

Email Marketing

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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