Expensify

From unlimited receipt scanning and mileage tracking to next-day reimbursement, automate your preaccounting system with an easy to use expense tracking app.

Integrate the Expensify API with the Salesforce (REST API) API

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

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

Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted

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

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.

 
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New Outbound Message (Instant) from the Salesforce (REST API) API

Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.

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

Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created

 
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New Record (of Selectable Type) from the Salesforce (REST API) API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See the docs for more information.

 
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Create Expense with the Expensify API

Creates a new expense. See docs here

 
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Add Contact to Campaign with the Salesforce (REST API) API

Adds an existing contact to an existing campaign. See Event SObject and Create Record

 
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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 (REST API) API

Adds an existing lead to an existing campaign. See Event SObject and Create Record

 
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Convert SOAP XML Object to JSON with the Salesforce (REST API) 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

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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 (REST API)

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 (REST API)

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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}`,
      },
    })
  },
})