Expensify, Salesforce Integrations

Expensify
Salesforce
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Triggers

Salesforce

Watch Jobs

Triggers when a bulk data job is created.

Salesforce

Watch Records

Triggers when a record is created or updated in an object.

Actions

Expensify

Create an Expense Report

Creates an expense report.

Expensify

Create a Policy

Creates a policy.

Expensify

Create a Single Expense

Creates a single expense item.

Expensify

Create Expense Rules

Creates expense rules for a given employee on a given policy.

Expensify

Export a Report

Exports expense or report data and downloads it.

Expensify

Get a Policy

Returns information about the selected policy.

Expensify

Update an Employee

Updates the selected employee.

Expensify

Update a Policy

Updates the selected policy.

Expensify

Update a Report Status

Updates the selected report status.

Expensify

Update Expense Rules

Updates a preexisting expense rule for a given employee on a given policy.

Salesforce

Complete/Abort a Job

Completes or aborts a job.

Salesforce

Create a Job

Creates a new bulk data job.

Salesforce

Create a Record

Creates a new record in an object.

Salesforce

Delete a Record

Deletes a record.

Salesforce

Download an Attachment/Document

Downloads an attachment or a document.

Salesforce

Get a Record

Gets a specified record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Salesforce

Update a Record

Updates an existing record in an object.

Salesforce

Upsert a Record

Upserts a record.

Searches

Expensify

List Domain Credit Cards

Lists all domain credit cards.

Expensify

List Policies

Lists all policies.

Salesforce

List Jobs

Retrieves all bulk data jobs in the organization.

Salesforce

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Search Records

Searches for records in an object using SOSL query.

Integrate Expensify, Salesforce with these services