Integrate Expensify with ConvergeHub
Send information between Expensify and ConvergeHub automatically, without writing any code, using Zoho Flow.
Build your own integrations between Expensify and ConvergeHub
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Supported triggers and actions
Integrate Expensify and ConvergeHub 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
New lead
Triggers when a new lead is created
New target
Triggers when a new target is created
New account
Triggers when a new account is created
New event
Triggers when a new event is created
New contact
Triggers when new contact 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
Create contact
Creates a new contact
Create event
Creates a new event
Create target
Creates a new target
Create lead
Creates a new lead
Create account
Creates a new account
Update lead
Updates the details of an existing lead
Fetch target
Fetches an existing target by ID
Fetch contact
Fetches an existing contact by ID
Fetch account
Fetches an existing account by ID
Fetch event
Fetches an existing event by ID
Fetch lead
Fetches an existing lead by ID
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 ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
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