Add a Tag to a policy via API

Me_Too Expensify Customer Posts: 6 Expensify Newcomer
We use Salesforce for our CRM and I would like some way to add a Tag to a policy every time a Project record is created in Salesforce. Is this possible?


  • Cortney Ofstad
    Cortney Ofstad Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 173 Expensify Team

    Hey @Me_Too!

    Are you using Salesforce through a spreadsheet export? If so, there isn't a way to have a tag created automatically each time the Project list is edited. This would require manually editing the tags list on the Expensify website (Settings - Policies - Group - [Policy Name] - Tags).

    Feel free to share any other questions you have! Thanks!