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Get Started FreeTriggers when a new contact is created
Triggers when a new contact is created
If a contact exists, we will add a note to it.
Update a 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 when a new contact is created
Triggers when a new contact is created
If a contact exists, we will add a note to it.
Update a 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 Highrise 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 Highrise to Expensify & your AI Agent is ready!
HighriseHQ is a versatile online platform designed to streamline business communication and organization. It offers tools for managing contacts, leads, and tasks, facilitating seamless collaboration within teams. With its user-friendly interface and customizable features, HighriseHQ empowers businesses of all sizes to enhance productivity and cultivate stronger relationships with clients.
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 Highrise 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 Highrise 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 Highrise-Expensify integration:
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