Integrate the Expensify API with the Salesforce API

Setup the Expensify API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Expensify and Salesforce remarkably fast. Free for developers.

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Popular Ways to Connect Expensify with Salesforce#

Create Expense with Expensify API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Expensify

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Create Expense with Expensify API on New Outbound Message (Instant) from Salesforce API

Salesforce + Expensify

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Create Expense with Expensify API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Expensify

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Create Expense with Expensify API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Expensify

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Export Report To PDF with Expensify API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Expensify

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Popular Expensify and Salesforce Triggers#

New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

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Popular Expensify and Salesforce Actions#

Create Expense with the Expensify API

Creates a new expense. See docs here

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Export Report To PDF with the Expensify API

Export a report to PDF. See docs here

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Overview of Expensify#

The Expensify API enables the automation of expense reporting and management tasks. By harnessing this API within Pipedream, you can craft workflows that streamline the expense submission process, synchronize financial data across platforms, and trigger actions based on expense report statuses. With Pipedream’s serverless platform, these automations can run in the background, allowing for real-time data processing and interaction between Expensify and a myriad of other apps and services.

Connect Expensify#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    expensify: {
      type: "app",
      app: "expensify",
    }
  },
  async run({steps, $}) {
    const requestBody = 
      `requestJobDescription={
        "type":"get",
        "credentials":{
            "partnerUserID": "${this.expensify.$auth.partnerUserId}",
            "partnerUserSecret": "${this.expensify.$auth.partnerUserSecret}"
        },
        "inputSettings":{
            "type":"policyList",
        }
      }`
    return await axios($, {
      method: "post",
      url: `https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations`,
      data: requestBody,
    })
  },
})

Overview of Salesforce#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

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