Box + Expensify

Save new Expensify reports as PDFs and upload them to Box

Your team can have access to expense reporting - and you won’t have to do any work for it! Use this automation to generate PDFs of your Expensify reports and then save them to Box. No more time wasted exporting and uploading files manually - what a relief!

Your team can have access to expense reporting - and you won’t have to do any work for it! Use this automation to generate PDFs of your Expensify reports and then save them to Box. No more time wasted exporting and uploading files manually - what a relief!

  1. When this happens...
    ExpensifyExpensify
    New Report

    Triggered when a new report is created.

    TriggerPolling
  2. automatically do this...
    ExpensifyExpensify
    Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document.

    ActionWrite
  3. then do this!
    BoxBox
    Upload File

    Triggers when you add a new file to a folder.

    ActionWrite
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Supported triggers and actions

    • TitleRequired

    • Email AddressRequired

    • PolicyRequired

    Action
    Write
    • Report IDRequired

    • Include Full-Page Receipts

    Action
    Write
    • Report NumberRequired

    Action
    Search
  • Box triggers, actions, and search

    Event

    Triggers when a new event is performed (this is the activity stream).

    Trigger
    Polling
    Try It
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box logo

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.
Learn more

Related categories

  • File Management & Storage

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expensify logo
expensify logo

About Expensify

Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for streamlined financial management.

Related categories

  • Accounting

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