Integrate SimpleSign with Expensify
Send information between SimpleSign and Expensify automatically, without writing any code, using Zoho Flow.
Build your own integrations between SimpleSign and Expensify
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Supported triggers and actions
Integrate SimpleSign and Expensify using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Document updated
Triggers when a document is sent, signed, or rejected
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
All Actions - Actions are the automated tasks
Add recipient
Adds a new recipient into your contact directory
Send reminder
Sends a reminder to the specified recipients
Update recipient
Updates the details of an existing recipient
Fetch document
Fetches the details of an existing document
Create expense item
Creates a single expense item
Fetch report
Fetches the details of a specified report by report ID
What is SimpleSign?
SimpleSign is an e-signing and contract management application that lets you create, send, track, and e-sign business documents and contracts.
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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.
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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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