Using IBM® App Connect to connect with Expensify
Expensify is a spend management app for personal and business use. You can use Expensify to track expenses, scan receipts, submit expense reports, pay bills, and generate vendor invoices.
Building a flow in IBM App Connect with Expensify
Use App Connect to build flows that integrate with Expensify and other applications. The connector is displayed as Expensify on the App Connect User Interface (UI).
To allow App Connect to connect to your Expensify account, you need to fill in the connection fields that you see in the App Connect Designer Catalog page or flow editor.
For detailed information about how to generate connection field values, and how to use the Templates gallery, see How to use IBM App Connect with Expensify on the IBM Documentation page.
Supported objects in Expensify
| Object |
Description |
| Employees |
Use this object to delete, update and create employees. |
| Expense rules |
Use this object to create expense rules. |
| Expenses |
Use this object to create expense. |
| Policies |
Use this object to create, retrieve and update policies. You can also retrieve policy details. |
| Reports |
Use this object to create, download, and export reports. You can also update report status. |
Scenario: Download an expense report in Expensify and send the report to the manager for approval via DocuSign
Consider this scenario:
In this example, an expense report is downloaded in Expensify and a mail containing the report is sent to the manager via DocuSign.
1. In the first part of the flow, the event-driven flow gets triggered when a new request containing customer data is added.
2. Using the Download report action in Expensify, the expense report is downloaded in Expensify with a file name and file system.
3. Afterwards, using the Create envelope action in DocuSign, the expense report is sent to the manager through Gmail for approval via DocuSign including all the expense details.
For example:
Tip: For more information about creating a flow from an API, see Introduction: Creating flows for an API on the IBM documentation page.
Resources
You can view this template and other useful templates in the Templates gallery of your App Connect Designer instance.
Get started with a free IBM App Connect Enterprise as a Service trial for 30 days to try out all our templates, visit https://ibm.biz/app-trial.
If you are running a containerized instance of IBM App Connect, use the following URL to directly access the template:
- Download an expense report in Expensify and send the report to the manager for approval via DocuSign:
https://<your-instance-id>/templates/Download%20an%20expense%20report%20in%20Expensify%20and%20send%20the%20report%20to%20the%20manager%20for%20approval%20via%20Docusign
Note: Replace <your-instance-id> in the URL with your custom instance ID.
You must enable the Designer AI features in your containerized environment to access the App Connect templates. For more information, see The preloaded IBM App Connect templates.
You also have the option to import the .yaml file for this template directly into your App Connect Designer instance. These templates are available in a public GitHub repository.