Integrate Expensify with Mixmax
Send information between Expensify and Mixmax automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Expensify and Mixmax using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Policy created
Triggers when a new policy is created
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
New live feed message
Triggers when there is a new message in the live feed
New contact
Triggers when a new contact is created
Note added to contact
Triggers when a new note is added to the selected contact
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 or update contact
Creates or updates a contact in the selected contact group
Add contact to group
Adds a contact to the selected contact group
Add note to contact
Adds a note to the selected contact
Remove contact from group
Removes an existing contact from the selected contact group
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 Mixmax?
Mixmax is a Gmail-based productivity app. It allows you to schedule emails, track clicks and opens, and recall sent emails.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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