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Expensify + Trello

Create Trello cards from new Expensify reports

Keeping track of expense reporting can be a challenge - unless you set up some automation to handle it for you. Use this integration to automatically create Trello cards from new Expensify reports. It's a simple way to organize your expense reporting right inside of your project management tool.

Keeping track of expense reporting can be a challenge - unless you set up some automation to handle it for you. Use this integration to automatically create Trello cards from new Expensify reports. It's a simple way to organize your expense reporting right inside of your project management tool.

  1. When this happens...
    ExpensifyExpensify
    New Report

    Triggered when a new report is created.

    TriggerPolling
  2. automatically do this!
    TrelloTrello
    Create Card

    Adds a new card on a specific board and list.

    ActionWrite
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Supported triggers and actions

    • E-MailRequired

    • MerchantRequired

    • Date of ExpenseRequired

    • AmountRequired

    • Currency

    • Comment

    • Tag

    • Category

    Action
    Write
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
    • TitleRequired

    • Email AddressRequired

    • PolicyRequired

    Action
    Write
    • Report IDRequired

    • Include Full-Page Receipts

    Action
    Write
    • Report NumberRequired

    Action
    Search
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expensify logo

About Expensify

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

Related categories

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trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Related categories