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Book An AppointmentTriggers each time when a new message in a conversation is received.
Create or update a contact.
Updates an existing contact.
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
Triggers each time when a new message in a conversation is received.
Create or update a contact.
Updates an existing contact.
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
Choose Drift as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Expensify as the action app from the list.
Connect your Expensify account & authenticate it.
Select the data you want to send from Drift to Expensify & your AI Agent is ready!
New Message
Export Report to PDF
New Message
Create Single Expense
New Message
Create Expense Report
Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.
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.
The integration between Drift and Expensify is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Drift with Expensify, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Drift-Expensify integration:
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