Microsoft Office 365 - Icon

Microsoft Office 365

Lexoffice - Icon

Lexoffice

QuickBooks-icon-color

QuickBooks Online

SageIntacct-icon-color

Sage Intacct

2Checkout

adaptive-insights

Adaptive Insights

GSuite-icon-color

G Suite

Sage 300 - Icon

Sage 300

Google Drive - Icon

Google Drive

Microsoft One Drive - Icon

Microsoft OneDrive

Dropbox - Icon

Dropbox

Pigment logo

Pigment

PortaBilling - Icon

PortaBilling

Pex - Icon

Stripe - Icon

Stripe

Xero - Icon

Xero

Ordway - Icon

Ordway

DocRaptor-icon-color

DocRaptor

Square - Icon

Square

TikTok Shop - Icon

TikTok Shop

Add expenses

Expensify 1

Integrations

Fast + easy Expensify integrations

Expensify 2

Automation

Automate your expense management

Expensify 3

Use Cases

Heavy-duty Expensify use cases

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

new-workflow-template-create-slack-notifications-for-zuora-events blog post cover image

new-workflow-template-create-slack-notifications-for-zuora-events

Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

dex-yp-color-logo

Thryv integrates online orders & payments to mobilize 1,500-person sales team

recurly-color-logo

Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

sales-operations-best-practices blog post cover image

sales-operations-best-practices

How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

Vestorly - Full - Dark

Vestorly - Jonathan Tartell

Finance and Accounting

Expensify-icon-color

Expensify

Download document

Get document details

Get basic data about a document such as name, status, and dates.

Get document status

Get template details

Optionally filter by a search query or tags.

List documents

List documents DDL

Create a document from a PandaDoc template.

Create document from template

Create a document link to share a document.

Create document link

Delete document

Delete template

List templates

Move a document to sent status and send an optional email.

Send document

PandaDoc 1

Easy PandaDoc Integrations

PandaDoc 2

PandaDoc automation for any use case

PandaDoc 3

Use cases

Heavy-Duty PandaDoc use cases

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

tray-aberdeen-report-marketing-tech

Aberdeen Report: Marketing technology—controlling the chaos

BLOG - Hot Topic

Personalization is shifting from email to omni-channel. Are you ready?

hot-topics-blog-header-3@2x

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

Jellyvision - Card

Jellyvision improves lead response speed, conversions, and win rate with automation

segment-color-logo

Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

Connector Department - Marketing - Cards

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

marketing tools by tray.io

How Automation is Changing the Face of Business

Streamline strategic sales with an automated deal desk

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

business-automation blog post cover image

business-automation

GDPR compliance for US companies: What you need to know

Connector Department - All - Cards

New Relic - Full - Dark

New Relic - Anonymous

PandaDoc - Icon

PandaDoc

Content Collaboration Software

Get Started CTA Item - Used in main nav

Navigation CTA - Get Started

Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

TUAC Platform Menu Packaging CTA - Option B

Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

logo - ibm

IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

UAC Solutions - By Team

UAC Solutions - By Use Case

TUAC Solutions - by application column - view all connectors CTA

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Tuac Solutions Customer Spotlight: mixpanel cta item

Tuac Solutions Customer Spotlight: mixpanel cta

Mixpanel - White - Full

Mixpanel accelerates mission-critical order-to-cash process by 25%

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Eventbrite

TUAC Resources Customer Spotlight

Eventbrite - White - Full

Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

See all our connectors (Tertiary)

Similar connectors to Expensify and PandaDoc

Connector Awards

Tray.io is the leader in low-code automation

Details - Single & Double

Start your free trial

Offer Type (Trial)

Campaign ID: Trial

Work Email

Company Name (Clearbit)

First Name (Clearbit)

Last Name (Clearbit)

Phone (Optional)

Company size (Clearbit)

Tray Form Contentful ID - Trial Multistep form

Arrow Button →

You’re only minutes away from joining over 46,000+ organizations using the power of Tray

Sign up to Tray

G2 Leader Fall 2023

Trial Multistep (pt 1)

Help us customize your experience by telling us a bit about what you would like to do

Personalize your setup

Trial Multistep (pt 2)

Trial Multistep form

Trial Mulitstep Form - Primary Style

Select the type of demo you’d like

Get a demo

Offer Type (multiple choice)

Job Title (Clearbit + Conditional - Company Size 1-99)

Solution Partner Contact - Conditional (Company Size 1-99 & Offer Type 1:1 Demo)

Solution Partner Contact - Conditional (Company Size 101-249 & Offer Type 1:1 Demo)

Solution Partner Contact - Conditional (Company Size 250-499 & Offer Type 1:1 Demo)

Are you a student?

Plans with Tray.io - Conditional (Demo 1:1)

Submit (Get a demo)

Modal Demo Multi (1351)

Get a demo (platform - secondary)

Trials + Demo | MAIN SITEWIDE CTA

Expensify and PandaDoc integrations couldn’t be easier with the Tray Platform’s robust Expensify and PandaDoc connector, which connects any services without the need for separate integration tools.

Expensify and PandaDoc integrations couldn’t be easier with the Tray Platform’s robust Expensify and PandaDoc connectors, which can connect to any service without the need for separate integration tools.

Integrate Expensify and PandaDoc with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Expensify and PandaDoc and any other API, database, webhook, and more.

Expensify and PandaDoc integration + automation

Popular Expensify and PandaDoc integrations

Expensify and PandaDoc Connector Details

Expensify

PandaDoc

Tray.io is the leader in low-code automation

Similar connectors to Expensify and PandaDoc

Try Tray today and see for yourself. No strings attached.