Expensify Integration

Poll the report exporter for newly submitted/created reports. Expensify has no outbound webhooks, so the trigger polls the Integration Server on a schedule. Each poll runs the two-step export (generate a JSON report-metadata file, then download it) and emits only reports not seen on a previous poll. Webhook + schedule provisioning, seen-set persistence, and teardown come from ``ScheduledPollTriggerMixin``.

3 fields

Generate an export of report/expense data via a Freemarker template.

7 fields

Download a previously generated export file by name.

2 fields

Export card-transaction data for given card feeds and date range.

6 fields

Create a new expense report with transactions.

4 fields

Create individual expenses in a user's account.

3 fields

Create a new workspace policy.

2 fields

Create automatic expense-tagging rules for an employee.

3 fields

Retrieve full policy config (categories, tags, tax rates, employees).

2 fields

List all policies accessible to the credential's user.

1 field

Retrieve corporate (domain-level) card info.

1 field

Manage categories, tags, and report fields on a policy.

3 fields

Mark reports as reimbursed.

3 fields

Modify existing expense rules for an employee.

4 fields

Assign approvers to specific single-level tags.

2 fields

Modern employee provisioning (emails, managers, admin status, payroll).

2 fields