Create integrations between Expensify and Close to automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect Expensify and Close to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Report State
Trigger
Scheduled
Try It
- Email Address
  Required
- Merchant
  Required
- Date of Expense
  Required
- Amount
  Required
- Currency
- Comment
- Tag
- Category
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
Try It
- Contact Smart View ID
  Required
Trigger
Scheduled
Try It

- Custom_activity_v2_instructions
- Custom Activity Type
  Required
- Filled-in fields
Trigger
Instant
Try It
- Direction
- Template ID
- User ID
Trigger
Instant
Try It

- Type
- User ID
Trigger
Instant
Try It
- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
Try It
- Statuses
Trigger
Instant
Try It
- Object Type
  Required
- Action
  Required
- User ID
- Changed Fields
Trigger
Instant
Try It
- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Trigger
Instant
Try It
- Sequence
- Action
  Required
Trigger
Instant
Try It
- Complete
- Assigned to User
Trigger
Instant
Try It
- Lead ID
  Required
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Report ID
  Required
Action
Write
- Type
- Metrics
  Required
- Date Range
  Required
- Users
- groups
- Query
Action
Write
- Metrics
  Required
- Date Range
  Required
- Users
- groups
- Query
Action
Write
- Template ID
- Lead Smart View or (deprecated) Search Query
  Required
- Exclude leads that already received this email template
  Required
- Contact Preference
  Required
- Send Done Email
  Required
- Email Acccount
Action
Write
- Lead ID
  Required
- Contact ID
- Phone Number
- Direction
- Duration
- Note Text
- Recording URL
- User ID
Action
Write
- Lead ID
  Required
- Custom Activity Type
  Required
- User ID
- Status
Action
Write
- Lead ID
  Required
- Contact ID
- Status
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template ID
- Follow-Up Date
- Email Acccount
Action
Write
- Email Address
  Required
- Role
  Required
Action
Write
- Lead ID
  Required
- Text Type
  Required
- Attachments
Action
Write
- Report breakdown
  Required
- Pipeline
  Required
- Type
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
Action
Write
- Lead ID
  Required
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
- User ID
- Contact ID
Action
Write
- Contact ID
- Sequence
- Send emails from
- Assign calls to
- Send SMS from
Action
Write
- Lead ID
  Required
- Contact ID
- Date Created
- Status
- Date Scheduled
- Local Phone
  Required
- Remote Phone
  Required
- Text
- Template ID
- Source Lead ID
  Required
Action
Write
- User ID
- Lead ID
  Required
- Date
- Text
- Complete
Action
Write
- Report ID
  Required
- Call Forwarding Enable/Disable
  Required
- Forward to Number
Action
Write
- Contact ID
- Name
- Title
  Required
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
Action
Write
- Note
- Custom Object ID
  Required
- Custom Object Type
  Required
- Name
Action
Write
- Note ID
  Required
- Text Type
  Required
Action
Write
- Report ID
  Required
- Status
Action
Write
- Task ID
  Required
- Assigned to User
- Text
- Date
- Complete
Action
Write
- Direction
- Note Text
- User ID
- Or Use a Date Range Label
- Find First Call on Lead
- Lead ID
  Required
- Call ID
  Required
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Contact ID
Action
Search
- Note
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Contact Name
- Custom Object ID
  Required
Action
Search
- Company Name
- Exact or Partial Match?
- Company URL
- Email Address
  Required
- Phone Number
- Lead ID
  Required
- Query
Action
Search
- Note Contains Words Starting With...
- Lead ID
  Required
- Note ID
  Required
Action
Search
- Sequence
- Contact ID
- Lead ID
  Required
Action
Search
- Full Name
- Email
- User ID
Action
Search
- Custom Activity Type
  Required
- Status
- Lead ID
  Required
- Custom Activity ID
  Required
- Custom Activity Type
  Required
- User ID
- Status
Action
Search or write
- Note
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Contact Name
- Custom Object ID
  Required
- Lead ID
  Required
- Custom Object Type
  Required
- Name
Action
Search or write
- Note Contains Words Starting With...
- Lead ID
  Required
- Note ID
  Required
- Text Type
  Required
- Attachments
Action
Search or write
- Task Assignee
- Task Due Date
- Task Text
- Is Complete
- Lead ID
- Task ID
  Required
- User ID
- Lead ID
  Required
- Date
- Text
- Complete
Action
Search or write

- Title
  Required
- Email Address
  Required
- Policy
  Required
Action
Write
- Report ID
  Required
- Include Full-Page Receipts
Action
Write
- Report ID
  Required
Action
Search
- Direction
- Completed?
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Trigger Actions
  Required
- Custom Object Type
  Required
Trigger
Instant
Try It
- Completed?
Trigger
Instant
Try It
- Status ID
Trigger
Instant
Try It
- Lead Smart View
- Query
Trigger
Scheduled
Try It
- Added or Removed?
Trigger
Instant
Try It
- Note Text
Trigger
Scheduled
Try It
- Status ID
- Status (Label)
- Status Type
- Value Period
- User ID
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
Try It
New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Trigger
Instant
Try It
- Report ID
  Required
Action
Write
- Report ID
  Required
- Email Address
  Required
Action
Write
- Source Lead ID
  Required
- Destination Lead ID
  Required
Action
Write
- Send Done Email
  Required
- Type
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Action Type
  Required
- Lead Smart View or (deprecated) Search Query
  Required
- Sequence
- Send Done Email
  Required
Action
Write
- Lead ID
  Required
- Name
- Title
  Required
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Write
- Note
- Lead ID
  Required
- Custom Object Type
  Required
- Name
Action
Write
- Type
- Format
  Required
- Query
- Fields
- Include Activities
- Include Smart Fields
Action
Write
- Name
- Description
- URL
  Required
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Note Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Write
- Query
Action
Write
- Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- Report Type
  Required
- Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
Action
Write
- Group(s) to Select From
- Availability
Action
Write
- Call ID
  Required
- Contact ID
- Note Text
- Phone Number
- Duration
- Recording URL
Action
Write
- Custom Activity ID
  Required
- Custom Activity Type
  Required
- Status
Action
Write
- Lead ID
  Required
- Name
- Description
- URL
  Required
- Status
Action
Write
- Opportunity ID
  Required
- User ID
- Contact ID
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
Action
Write
- Report ID
  Required
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Copy_text
- User ID
- From Email Or Domain
- From Name
Action
Search
- Custom Activity Type
  Required
- Status
- Lead ID
  Required
- Custom Activity ID
  Required
Action
Search
- Contact Name
- Group ID
Action
Search
- Result Limit
  Required
- Date
- Assigned To
- Status
- Contact Title
- Lead ID
- Search by Meeting ID
Action
Search
- Status
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Assigned To
- Note Contains Words Starting With...
- Lead ID
  Required
- Opportunity ID
  Required
Action
Search
- Task Assignee
- Task Due Date
- Task Text
- Is Complete
- Lead ID
- Task ID
  Required
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Contact ID
- Lead ID
  Required
- Name
- Title
  Required
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Search or write
- Note
- Custom Object Type
  Required
- Lead ID
- Contact Name
- Custom Object ID
  Required
- Lead ID
  Required
- Custom Object Type
  Required
- Name
Action
Search or write
- Company Name
- Exact or Partial Match?
- Company URL
- Email Address
  Required
- Phone Number
- Lead ID
  Required
- Query
- Name
- Description
- URL
  Required
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Note Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Search or write
- Status
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Assigned To
- Note Contains Words Starting With...
- Lead ID
  Required
- Opportunity ID
  Required
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
- User ID
- Contact ID
Action
Search or write

About Expensify

Expensify is an application that makes it easy to import expenses directly from a credit card to create expense reports quickly and easily.

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About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

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