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Integrate ConnectWise PSA with Expensify using AI Agents

Appy Pie Automate allows you to automate multiple workflows between ConnectWise PSA and Expensify

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ConnectWise PSA Integrations
About ConnectWise PSA

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.

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
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Connect ConnectWise PSA + Expensify in easier way

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

  • Triggers
  • New Territory

    Triggers when a new territory is created.

  • New or Updated Contact

    Triggers when a contact is created or updated.

  • New or Updated Project

    Triggers when a new project is created or updated.

  • New or Updated Ticket

    Triggers when a new ticket ticket is created or updated.

  • Actions
  • Create Company

    Creates a new company.

  • Create Contact

    Create a Contact.

  • Create Ticket

    Create a Ticket.

  • Create Ticket Note

    Create a Ticket Note

  • NOP

    Nop Connectwise

  • Update Company

    Update a company.

  • Update Ticket

    Update a Ticket.

  • 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 ConnectWise PSA & Expensify Integrations Work

  1. Step 1: Choose ConnectWise PSA as a trigger app and authenticate it on Appy Pie Automate.

    (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 ConnectWise PSA to Expensify.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on September 8, 2024, 12:45 am
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