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Agendor + Expensify Integrations

Appy Pie Connect allows you to automate multiple workflows between Agendor and Expensify

About Agendor

Agendor is a sales improvement platform with web and mobile version designed for Brazilian companies with long sales cycles.

About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

Expensify Integrations

Best Agendor and Expensify Integrations

  • Agendor Google Contacts

    Agendor + Google Contacts

    Create a new contact in Google Contacts for every new people in Agendor Read More...
    When this happens...
    Agendor New Person
     
    Then do this...
    Google Contacts Create or Update Contacts
    Connect Agendor with Google Contacts and streamline your business like never before. Appy Pie Connect makes it easy to connect Agendor to Google Contacts, so you can do more in less time. Appy Pie Connect allows you to connect Agendor and Google Contacts, with one trigger whenever a new person is detected in Agendor. After setting this Agendor- Google Contacts integration, whenever a contact is added to Agendor, Appy Pie Connect will automatically add it to Google Contacts, so that you can always keep your contact list up-to-date.
    How This Agendor-Google Contacts Integration Works
    • A new person is added to Agendor
    • Appy Pie Connect creates a contact in Google Contacts
    What You Need
    • Agendor account
    • Google Contacts account
  • Agendor Slack

    Agendor + Slack

    Get notified in Slack for a new deal is created in Agendor Read More...
    When this happens...
    Agendor Deal Won
     
    Then do this...
    Slack Send Channel Message
    Do you need a simple way to notify your entire team that you've just made a sale? This integration is exactly what you're looking for. This connect flow will automatically send a notification to the Slack channel of your choice whenever a deal is set to won in Agendor. After setting this Agendor-Slack integration up, Appy Pie Connect will watch your Agendor account for new opportunities and will let you know via Slack whenever new deals become available.
    How It Works
    • A new person is added to Agendor
    • Appy Pie Connect creates a contact in Google Contacts
    Apps Involved
    • Agendor
    • Slack
  • Agendor Trello

    Agendor + Trello

    Create Trello cards for every new deal in Agendor Read More...
    When this happens...
    Agendor Deal Won
     
    Then do this...
    Trello Create Card
    If you're using Agendor to track your sales pipeline, then simply use this Appy Pie Connect integration to add a new Trello card each time you win a new deal. Set up this Agendor-Trello integration and any time a new deal gets created in Agendor, Appy Pie Connect will create a corresponding card on Trello so you can keep track of the stage your deal is in. You can also use this integration to visualize your funnel and see if the process is working.
    How This Agendor-Trello Integration Works
    • A new deal is won in Agendor
    • Appy Pie Connect creates a card in Trello
    Apps Involved
    • Agendor
    • Trello
  • Agendor Expensify

    Gmail + Expensify

    Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Agendor New Email
     
    Then do this...
    Expensify Create Expense Report

    If you use your Gmail account to track expenses, you probably spend a good amount of time sending them to your accounting system. Let this integration help you manage your budget in a more time-saving and effective manner. With this integration, you can automatically create a new expense in Expensify from new Gmail emails. That way, you won't have to manually transfer your team's expense data over to Expensify.

    How this integration works
    • A new email is received in Gmail inbox
    • Appy Pie Connect creates an expense in Expensify
    What You Need
    • A Gmail account
    • An Expensify account
  • Agendor Expensify

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Agendor {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Agendor + Expensify in easier way

It's easy to connect Agendor + Expensify without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

    Actions
  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

How Agendor & Expensify Integrations Work

  1. Step 1: Choose Agendor as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Agendor with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Expensify as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Expensify with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agendor and Expensify

Agendor is a cloud-based expense reporting software that helps small businesses to track and manage their expenses in an easy-to-use, mobile interface. It allows users to submit and manage expenses from their phones, tablets or computers. It provides tops like approval boards, employee expense tracking and reimbursement management. It also provides various reports for insights into revenue and billable hours.

Expensify is a web-based top for tracking business expenses. It is free to use for unlimited users and projects. Expensify can be used on desktops, smartphones, tablets and Internet of things devices. It tracks the location, date and amount of every receipt it encounters. It also records the business purpose of each expense. It has built-in integration with QuickBooks, Sage, Xero, FreshBooks and other accounting systems.

(1. Integration of Agendor and Expensify

Agendor is integrated with Expensify so that users can integrate the two platforms for real time data transfer. Users can import their data from Agendor to Expensify. They can then download a CSV file of expenses from Expensify to Agendor for further data analysis. This integration saves time and effort on both platforms because the calculations are synced automatically. The integration also eliminates duplicate entries as everything is imported into one system.

Integrating Agendor and Expensify also saves cost for businesses as they do not have to install separate software sputions both for expense management and time tracking. This integration lets them combine their expense management and time tracking processes in one platform. This integration helps them reduce costs and save time.

(2. Benefits of Integration of Agendor and Expensify

The benefits of integrating Agendor and Expensify include:

Unlimited users for free – One of the main features of Expensify is that it is free for unlimited users. Agendor also offers free unlimited users to its users. So, by integrating these two platforms, businesses can now track all their employees’ expenses from one single stream of data.

– One of the main features of Expensify is that it is free for unlimited users. Agendor also offers free unlimited users to its users. So, by integrating these two platforms, businesses can now track all their employees’ expenses from one single stream of data. Real time tracking – The integration of these two platforms enables real time tracking of expenses. Business owners can see employee’s expenses in real time as they are being incurred. They can also approve expenses in real time. Multiple employees can also submit expense reports from different locations without any lag in real-time tracking.

– The integration of these two platforms enables real time tracking of expenses. Business owners can see employee’s expenses in real time as they are being incurred. They can also approve expenses in real time. Multiple employees can also submit expense reports from different locations without any lag in real-time tracking. Easy payment approvals – A majority of the businesses today have at least two bank accounts – one for day to day transactions and another one reserved for paying vendors or contractors through checks or wire transfers. Now, with this integration, small businesses can easily approve payments to vendors/contractors through Expensify without having to worry about the expense tracking process at all! When it comes to paying a contractor through checks or wire transfers, Agendor integrates with Infusionsoft which makes the payment process simple and easy for businesses to fplow through with. With this integration with Expensify, businesses get a better handle on managing their accounts payable which can lead to increased cash flow in the long run!

– A majority of the businesses today have at least two bank accounts – one for day to day transactions and another one reserved for paying vendors or contractors through checks or wire transfers. Now, with this integration, small businesses can easily approve payments to vendors/contractors through Expensify without having to worry about the expense tracking process at all! When it comes to paying a contractor through checks or wire transfers, Agendor integrates with Infusionsoft which makes the payment process simple and easy for businesses to fplow through with. With this integration with Expensify, businesses get a better handle on managing their accounts payable which can lead to increased cash flow in the long run! Better insights – By combining data from Agendor and Expensify, businesses will be able to get better insights into their finances and operations of their company making it easier to make strategic decisions regarding growth and development in order to grow their business more effectively!

In conclusion, integrating Agendor and Expensify together will help small businesses to save money. It will also help them save time so that they can focus on other aspects of their business while getting better insights into their finances and operations as well!

The process to integrate Agendor and Expensify may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.