Expensya and Salesflare
How to connect Expensya
- Via Zapier — 25 operations available. Set it up ↗
About Expensya
Expensya is a Web and Mobile solution that automates the management of expense reports for professionals.
Expensya operations on Zapier
Actions (12)
Things Salesflare can make it do
- Add Contact — Add a new contact to your Expensya account with full contact and company information.
- Add Delegated Access — Grant access permissions to allow one user to manage expenses on behalf of another.
- Add Quick Expense — Add a quick expense to an Expensya user.
- Add Receipt — Add a receipt for a specified user.
- Delete Contact — Delete an existing contact.
Show 7 more actions
- Delete Delegated Access — Delete a delegated access.
- Invite User — Invite a new user.
- Scan Receipt — Upload and process a receipt in your Expensya account for automatic expense extraction.
- Update Contact — Update an existing contact.
- Update Report Status — Update the status of a report.
- Update User — Update a user (legacy deprecated endpoint).
- Update Users Status — Bulk update users status.
Searches (13)
Look up existing records
- Export Expense Report (PDF) — Export a specific expense report as PDF.
- Export Expenses — Export expenses using a specified export format and filters.
- Find Contacts — Search and retrieve contacts from your Expensya account with filtering and pagination.
- Find Expenses — Search and retrieve expenses from your Expensya account with advanced filtering options.
- Find Validator Reports — List reports awaiting (or processed by) a specific validator's mailbox.
Show 8 more searches
- Get Delegated Access — List of delegated access entries.
- Get Expense Image — Get the image/receipt file for a specific expense. Returns the image as binary data.
- Get Expense Image URL — Get a direct URL for an expense image using the image ID.
- Get Export Formats — Retrieve available export formats.
- Get Report History — Retrieve the audit/history events for an expense report.
- Get Reports — Listing of expense reports.
- Get User Expenses — List of expenses for a specific user.
- Get Users — Get the users list.
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