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.
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.
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