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Plaid + Expensify Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

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 ways to Integrate Plaid + Expensify

  • Plaid Expensify

    Gmail + Expensify

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

    Gmail + Expensify

    Export Report to PDF in Expensify when New Attachment is created in Gmail Read More...
    Close
    When this happens...
    Plaid New Attachment
     
    Then do this...
    Expensify Export Report to PDF
  • Plaid Expensify

    Gmail + Expensify

    Create Expense Report to Expensify from New Attachment in Gmail Read More...
    Close
    When this happens...
    Plaid New Attachment
     
    Then do this...
    Expensify Create Expense Report
  • Plaid Expensify

    Gmail + Expensify

    Create Single Expense to Expensify from New Attachment in Gmail Read More...
    Close
    When this happens...
    Plaid New Attachment
     
    Then do this...
    Expensify Create Single Expense
  • Plaid Expensify

    Gmail + Expensify

    Export Report to PDF in Expensify when New Labeled Email is created in Gmail Read More...
    Close
    When this happens...
    Plaid New Labeled Email
     
    Then do this...
    Expensify Export Report to PDF
  • Plaid {{item.actionAppName}}

    Plaid + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Plaid + Expensify in easier way

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

    Triggers
  • New Item

    Triggers when a new item is created.

    Actions
  • Create payment recipient

    Create a new payment recipient

  • 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 Plaid & Expensify Integrations Work

  1. Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Expensify as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Plaid to Expensify.

    (2 minutes)

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