?>

Autotask + Expensify Integrations

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

About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

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 Autotask and Expensify Integrations

  • Autotask MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber

    Working with multiple apps can get complicated, especially when you have to manage multiple customer contacts across these apps. However, thanks to automation services like Appy Pie Connect, it can get much easier for you! Use this integration and manage your customer contacts like never before. Once active, we will watch your Autotask account for you and whenever a new contact is added to it, Appy Pie Connect will automatically create a new subscriber or update an existing one on your Mailchimp.

    How this works
    • A new contact is added to Autotask
    • Appy Pie Connect adds or updates a subscriber to your Mailchimp account
    What You Need
    • An Autotask account
    • A Mailchimp account
  • Autotask Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you manage the accounts in your Autotask CRM with spreadsheets? Well, now you can automate the manual process by connecting your Autotask to Google Sheet with Appy Pie Connect. Once you enable this connect flow, every new account created in Autotask will automatically be added to a Google Sheets spreadsheet. Then you can do all of your follow-ups, make notes, and add attachments from inside this Google Sheet.
    How This Autotask-Google Sheets Integration Works
    • A new Account is found on your Autodesk account
    • Appy Pie Connect adds that Account's information to a row in Google Sheet
    What You Need
    • Autotask
    • Google Sheets
  • Autotask Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Autotask Expensify

    Gmail + Expensify

    Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Autotask 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
  • Autotask Expensify

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

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

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

    Triggers
  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

    Actions
  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

  • 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 Autotask & Expensify Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Autotask 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 Autotask and Expensify

Autotask (http://www.autotask.com/. is a web-based business management tool that has the capability to integrate with other systems. It is a cloud-based software that can be used by companies of any size. Autotask has both basic and premium plans. The basic plan is free while the premium plan charges $199/month for 10 users to $1,179/month for 500 users. Expensify (https://expensify.com/. is an online expense reporting software. It offers a free version as well as a paid version for $9.99/month per user. The two programs are similar in most aspects but there is one feature that makes them different. integration.

Integration of Autotask and Expensify provides a more efficient way of doing business in terms of budgets, audits, and reports. Expenses can be reported in real time and managers can also check expenses without having to wait until it is too late to do anything about it. The integration of Autotask and Expensify also reduces the need to have multiple versions of the same program running at the same time, which saves space on computers.

Autotask can be integrated with various programs such as Microsoft Outlook and QuickBooks. This helps companies managing multiple projects, departments, teams or clients. It also helps vendors streamline processes involved in the sales cycle, lead generation, and customer service. Integration can also accommodate new hires into the company by automating processes such as onboarding or training. In addition, integration helps eliminate duplicate data by consolidating accounts payable, accounts receivable, project management, timesheets, and employee attendance reports.

Expensify can be integrated with several programs including Concur, Quickbooks Online, Freshbooks, Zoho Books, Google Drive, Dropbox, Evernote, Salesforce, Quickbooks Classic, Xero, Zendesk, SalesforceIQ, Freshdesk, Slack and Timely. This integration allows users to upload receipts directly from their phones or tablets into Expensify using their existing technology infrastructure. This technology also helps employees by eliminating the need to carry around paper receipts and the ability to scan receipts using their phone’s camera at any time.

The integration of Autotask and Expensify provides a faster way of doing business in terms of budgets, audits, and reports. Expenses can be reported in real time and managers can also check expenses without having to wait until it is too late to do anything about it.

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