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Integrate Expensify with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

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Zapier makes it easy to integrate Expensify with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Expensify

A trigger is an event that starts your Zap and runs the workflow. For example, with Expensify, a trigger could be "New Report."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Expensify to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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Make work flow with AI

Level up your Expensify to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Expensify + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Expensify and Salesforce

How do I integrate Expensify with Salesforce?

You can integrate Expensify with Salesforce by creating a connection through our integration platform. The setup typically involves setting up triggers from Expensify, such as a new expense report submission, and then configuring actions in Salesforce to update records or create tasks.

What triggers are available when integrating Expensify with Salesforce?

When integrating Expensify with Salesforce, you can use triggers like 'New Expense Report' or 'Updated Expense Report' in Expensify. These triggers help initiate actions in your connected apps like updating a record or creating a new object in Salesforce.

Can I customize what happens in Salesforce based on an event in Expensify?

Yes, you can customize actions within Salesforce triggered by events in Expensify. For instance, you could set up an action to create a new lead or task in Salesforce whenever an expense report is approved in Expensify.

Is it possible to automatically update records in Salesforce from changes made in Expensify?

Absolutely. Our integration allows automatic updates to records in Salesforce when certain events occur within Expensify. For example, when an expense report is finalized, corresponding updates can be set to reflect instantly on relevant records within Salesforce.

Are there any limitations when connecting Expensify and Salesforce via integration?

While our integration covers many use cases, complex workflows might require additional custom setup. Large volumes of data processing might also experience some limitations depending on your plan's API call limits.

How do I troubleshoot issues with the integration between Expensify and Salesforce?

To troubleshoot issues, ensure that API credentials are correct and that both platforms have the necessary permissions for data sharing. Checking error logs within our platform can also provide insights into any failed zaps or connections.

What should I consider for maintaining sync between Expensify and Salesforce?

For maintaining synchronization between the two platforms, consider regularly reviewing settings for both trigger events and action responses to ensure they align with your workflow needs. Adjustments may be necessary as your business requirements evolve.

Connect Expensify and Salesforce to integrate crucial parts of your business

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Connect Expensify and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Report State
Trigger
Scheduled
Try It
- Email Address
  Required
- Merchant
  Required
- Date of Expense
  Required
- Amount
  Required
- Currency
- Comment
- Tag
- Category
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It

- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

- Title
  Required
- Email Address
  Required
- Policy
  Required
Action
Write
- Report ID
  Required
- Include Full-Page Receipts
Action
Write
- Report ID
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Title
  Required
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

Learn how to automate Expensify on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About Expensify

Expensify is an application that makes it easy to import expenses directly from a credit card to create expense reports quickly and easily.

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Accounting

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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