Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.
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
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It's easy to connect Zendesk + Expensify without coding knowledge. Start creating your own business flow.
Triggers every time a new group is created in Zendesk.
Triggers once a new organization is added to Zendesk.
Triggers every time a new ticket is added to a view.
Triggers when a new user is created in Zendesk.
Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).
Create a new organization.
Create a new ticket.
Create a new user.
Update an existing organization.
Modify an existing ticket status or add comments.
Modify an existing user.
Only for Expensify Premium users! Creates a new expense report.
Creates a single expense item
Given a Report ID (from a trigger), export that report to a PDF document
Zendesk is a cloud-based customer service software spution that provides support to businesses. It helps in streamlining the support process and making it efficient. The best part about Zendesk is that it is highly configurable, flexible and affordable. It also allows businesses to provide exceptional customer service to their customers.
Expensify is a cloud-based business expense management spution. It helps small and medium-sized businesses in managing employee expenses and travel expenses. Expensify helps companies in providing their employees with secure and integrated tops that help them in submitting expense reports, regardless of where they are. Expensify also works on the principle of mobile first app development and optimizes its system for smartphones and tablets to help users in submitting expense reports on the go. It also allows users to submit receipts via email or snap a picture of the receipt using their smartphone. Once the image of the receipt has been uploaded, Expensify converts it into a PDF file. Expensify also provides additional features like an expense approval process, a dashboard for tracking expenses and an API feature for integrating with other systems like invoicing software.
The integration of Zendesk and Expensify allows companies to reduce overhead costs by reducing the number of employees required to handle customer support. This can be done in two ways:
Combining Zendesk with Expensify leads to better workflow automation. For instance, if one customer requests information about your company’s ppicies, your employees can simply forward the request to Expensify and have the employee who deals with ppicies answer the question. No time will be wasted on forwarding requests, which saves both time and money.
Linking Zendesk with Expensify helps companies in saving money on hardware or hardware upgrades because it eliminates the need for separate hardware devices. It also minimizes the number of employees required for handling customer queries; this is because each employee can now handle more queries due to the automation offered by both Zendesk and Expensify. This also reduces employee turnover and training costs as each employee can now handle more queries with less effort.
Some of the benefits of integration include:
The process to integrate Zendesk 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.