with Insightly and Expensify?
Creates a new report with transactions in a user's account. See docs here
Export Expensify reports to a file (csv, xls, xlsx, txt, pdf, json, xml). See the documentation
Insightly's API offers a suite of functions that let you tap into your customer relationship management in real-time, integrating customer data, sales, and project info across a diverse array of business applications and workflows. With Pipedream, you can automate interactions with your Insightly account, sync data effortlessly, and connect to 3,000+ apps to streamline tasks, from lead management to project tracking.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
insightly: {
type: "app",
app: "insightly",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.${this.insightly.$auth.pod}.insightly.com/v3.1/Contacts`,
auth: {
username: `${this.insightly.$auth.api_key}`,
password: ``,
},
})
},
})
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.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
expensify: {
type: "app",
app: "expensify",
}
},
async run({ steps, $ }) {
// The Expensify API requires the request data to be sent as
// a URL-encoded form with a key of "requestJobDescription".
// The value of this key must be a JSON string.
// First, define the JSON object as per the Expensify API documentation.
const requestJobDescription = {
type: "get",
credentials: {
partnerUserID: this.expensify.$auth.partnerUserId,
partnerUserSecret: this.expensify.$auth.partnerUserSecret,
},
inputSettings: {
type: "policyList",
}
};
// Use URLSearchParams to create a properly formatted form body.
const formData = new URLSearchParams();
formData.append('requestJobDescription', JSON.stringify(requestJobDescription));
// Make the API call with the correctly formatted data.
return await axios($, {
method: "post",
url: `https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations`,
data: formData,
// It's good practice to explicitly set the Content-Type header
// to match the data format.
headers: {
'Content-Type': 'application/x-www-form-urlencoded',
},
});
},
})