Integrate Expensify with Ontraport
Send information between Expensify and Ontraport automatically, without writing any code, using Zoho Flow.
Build your own integrations between Expensify and Ontraport
Connect Expensify and Ontraport with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Expensify and Ontraport 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
Tag removed
Triggers when the selected tag is removed for a contact
Tag added
Triggers when the selected tag is added to a contact
Entry submitted
Triggers when a contact submits an entry in the selected form
Contact added
Triggers when a new contact is added
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 or update contact
Creates a new contact. Updates the details in case the contact already exists.
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.
Similar apps
What is Ontraport?
Ontraport is a marketing automation tool that helps you manage your CRM, email and SMS communication, landing pages, and web forms, all in one place.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
