Integrate Drift with Expensify

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

Build your own integrations between Drift and Expensify

Connect Drift and Expensify 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 Drift and Expensify using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Conversation closed

Triggers when a conversation is closed

New conversation

Triggers when a new conversation is created

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

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch contact - By ID

Fetches the details of an existing contact by ID

Fetch conversation

Fetches the details of a conversation by its ID

Fetch contact - By email

Fetches the details of an existing contact by email

Fetch report

Fetches the details of a specified report by report ID

Create expense item

Creates a single expense item

What is Drift?

Drift is a conversational marketing platform that allows you to send targeted in-app messages, set up bots to chat with visitors, and get notifications when targeted customers visit the site.

Customer Support

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.

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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