ConnectWise PSA is an award-winning professional services automation solution that connects your entire organization. Save time throughout your entire business lifecycle with the powerful automation and standardization that ConnectWise PSA brings to the table. A single view of your business operations makes it possible to streamline your business even further.
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 IntegrationsIt's easy to connect ConnectWise PSA + Expensify without coding knowledge. Start creating your own business flow.
Triggers when a new territory is created.
Triggers when a contact is created or updated.
Triggers when a new project is created or updated.
Triggers when a new ticket ticket is created or updated.
Creates a new company.
Create a Contact.
Create a Ticket.
Create a Ticket Note
Nop Connectwise
Update a company.
Update a Ticket.
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
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)