Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Mailchimp
Trigger: Watch Campaigns
Expensify
Action: Select an action
1. Select a trigger
  • Triggers when a new campaign is created or sent.

  • Triggers when a new file is added.

  • Triggers when one of the defiend events occurs on a list.

  • Triggers when a segment is created or updated.

  • Triggers when a new list is created.

  • Triggers when a new subscriber joins a list or is updated.

  • Triggers when a subscriber unsubscribes from a campaign.

2. Select an action
  • Creates a policy.

  • Creates a single expense item.

  • Creates an expense report.

  • Creates expense rules for a given employee on a given policy.

  • Exports expense or report data and downloads it.

  • Returns information about the selected policy.

  • Updates the selected policy.

  • Updates the selected report status.

  • Updates the selected employee.

  • Updates a preexisting expense rule for a given employee on a given policy.

Select a trigger and an action

Create workflow (opens in a new tab)