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ConvertKit + Expensify Integrations

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

About ConvertKit

ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.

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 ConvertKit and Expensify Integrations

  • ConvertKit Expensify

    Gmail + Expensify

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

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

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

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

    Triggers
  • New Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

    Actions
  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

  • 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 ConvertKit & Expensify Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate ConvertKit 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 ConvertKit and Expensify

ConvertKit?

ConvertKit is an email marketing service that allows users to build their list and send emails. It allows users to import their subscriber lists from other platforms such as MailChimp, Aweber and Infusionsoft.

Expensify?

Expensify is a software company that offers a web-based top that helps users save time, get paid faster and track spending. It offers expense management services for businesses, allowing employees to scan receipts or link credit cards to the platform.

Integration of ConvertKit and Expensify

One of the best features of ConvertKit is their integration with other platforms. This makes it so easy for users to integrate ConvertKit and Expensify into their business. Here are some benefits of integrating these two platforms together:

Integrating the two will allow users to send out the same email to both their subscribers and their Expense reports in one step. No more double data entry for users. They can save time on making sure all the information goes through both channels.

Instead of a hassle of trying to export data from one platform to another, users will be able to just use the export button in the ConvertKit dashboard and then import it directly into Expensify. It saves time and ensures accuracy from one platform to the next.

Users can easily create a campaign where they can send out an email, fplowed by a fax or email with a receipt attached. This way, users can keep their business organized without having to send out separate files.

Benefits of Integration of ConvertKit and Expensify

There are many benefits for integrating these two platforms together. Here are some of those benefits:

Transparency between employees. When employees know what their peers are spending money on, it allows them to be more aware of how they spend their own money. This way, employees have a better understanding of how important it is to be frugal when it comes to their own spending habits.

Integrating these two platforms together allows users to easily make Expense reports of any size. That way, they can organize them by category or even by employee. By using this method, users will feel less overwhelmed and will be able to spend more time focusing on their company’s finances instead of stressing over organizing expenses.

In conclusion, integrating ConvertKit and Expensify together is a great idea for small businesses because it allows them to reach out to their audience in multiple ways. It allows the employee to focus on creating content without worrying about formatting the content while still reaching out to customers.

The process to integrate ConvertKit 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.