Abacus Integrations

  • Add new Salesforce opportunities to Abacus as expense field tags

    A sales team on the go doesn't have time for manual entry. Make sure you have a clear sense of how much is being spent by tracking expenses related to each Salesforce opportunity. Once you set up this Zap, employees will always be able to tag expenses with every new deal: Each new opportunity you create on Salesforce will automatically be added as a tag to your chosen expense field on Abacus, so you don't have to worry about that admin work ever again.

    How It Works

    1. A new opportunity is created in Salesforce
    2. Zapier adds the opportunity as a tag to an expense field on Abacus

    What You Need

    • A Salesforce account
    • An Abacus account
  • Upload Abacus receipts from new Google Drive files

    It can be a frustrating process to download an online receipt just to have to upload it again somewhere else. If you set up this automation, however, you'll only need to do this once. From then on, whenever you upload a file to a specific Google Drive folder, Zapier will automatically add it to your Receipt Bin on Abacus.

    Note: This integration will only work with image files or PDFs uploaded to Google Drive

    How It Works

    1. A file is uploaded to a Google Drive folder
    2. Zapier adds that file to your Abacus Receipt Bin

    What You Need

    • Google Drive account
    • Abacus account
  • Add Abacus expense tags for new events on Eventbrite

    Tracking expenses by events is an important way to keep an eye on budgets and return on investment. Using this Zap, every event that is created in Eventbrite will be added as a tag to your chosen expense field in Abacus, handy for situations where employees incur expenses during frequent events.

    How It Works

    1. A new event is created in Eventbrite
    2. Zapier adds the event as a tag to an expense field in Abacus

    What You Need

    • Eventbrite account
    • An Abacus account with administrator privileges
  • Create Abacus expense field tags from new Trello boards

    Tracking expenses by projects is an important for billing them back to clients, but if you have lots of active projects, keeping things organized can be a challenge—unless you set up some automation to handle it for you. This integration in particular will trigger with every new board you create on Trello, automatically sending the information to Abacus and creating a new tag for it under any expense field you need.

    How It Works

    1. A new board is created on Trello
    2. Zapier adds the board as a tag to an expense field in Abacus

    What You Need

    • Trello account
    • An Abacus account with administrator privileges
  • Create expense tags in Abacus from new Harvest projects

    The work that will be tracked on Harvest costs money, which you'll need to bill somewhere. Keep things organized as you work by setting up this automation to connect Harvest and Abacus. From then on, whenver you create a new project on Harvest, Zapier will automatically create a tag for it on Abacus under any expense field you like, allowing you to easily link them up when the time comes.

    How It Works

    1. A new project is created in Harvest
    2. Zapier adds the new project as a tag to an expense field in Abacus

    What You Need

    • Harvest account
    • An Abacus account with administrator privileges
  • Create expense tags on Abacus from new SalesforceIQ relationships

    If your employees are going to be incurring expenses related to contacts, these can be connected right from the start, saving you the trouble of creating new tags for every new person: Set up this Zapier automation and we'll take care of it for you. It will trigger whenever a new relationship is created on SalesforceIQ, automatically sending the information to Abacus so a new tag can be added for each new contact under the appropriate expense field.

    How It Works

    1. A new relationship is created in SalesforceIQ
    2. Zapier adds the contact as a tag to an expense field in Abacus

    What You Need

    • A SalesforceIQ account
    • An Abacus account with administrator privileges
  • Add Abacus expense field tags for new HubSpot contacts

    Tracking expenses by prospects and clients is an important way to keep an eye on budgets. Now you can create new expense tags in Abacus when you add a contact to a list in Hubspot: Set up this automation and we'll take care of everything. Employees will then be able to tag expenses for your new client or lead as needed.

    How It Works

    1. A new Contact is added to a selected Hubspot list
    2. Zapier adds the contact as a tag to an expense field in Abacus

    What You Need

    • Hubspot account
    • An Abacus account with administrator privileges
  • Add new Abacus expense field tags for new Basecamp 2 projects

    New projects bring new expenses. When the time comes for billing, make sure you can easily identify which are applicable by setting up this automation. It will capture every new Basecamp 2 project you create after setting things up, automatically adding a new tag to an expense field on Abacus for your employees to use as needed.

    How It Works

    1. A new project is created in Basecamp 2
    2. Zapier adds the new project as a tag to an expense field in Abacus

    What You Need

    • Basecamp 2 account
    • An Abacus account with administrator privileges
  • Create Abacus expense field tags from new rows on Google Sheets

    Give employees the power to add expense tags to Abacus without having to give them administrator privileges, and you'll keep things moving without any loss of control. Set up this automation to watch any spreadsheet you want on Google Sheets, and, whenever a new row is added, Zapier will automatically add a new tag to an expense field on Abacus for your employees to use.

    How It Works

    1. A row is added to a Google Sheet
    2. Zapier creates a new tag for an expense field on Abacus from it

    What You Need

    • A Google account
    • An Abacus account with administrator privileges
  • Create Abacus receipts from new files uploaded to Dropbox

    Since you're saving images of your receipts anyway, you can cut your work in half and set up this Zapier automation to add them to Abacus as well as your cloud storage. It will watch any Dropbox folder you need for any new files, sending each new one you upload to Abacus so that it can be stored in your receipt bin every time.

    Note: This automation will only work with jpg, png, or pdf file formats

    How It Works

    1. A new file is uploaded to a Dropbox folder
    2. Zapier adds that file to your Abacus receipt bin

    What You Need

    • A Dropbox account
    • An Abacus account

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Abacus Integration Details

Launched on Zapier March 16, 2016

Zapier combines Triggers (like "New Subscriber") and Actions (like "Invite a User") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Abacus Triggers, Searches, and Actions are supported by Zapier:

Invite a User

Invite a user to your Abacus account.

Upload Receipt

Adds an image to the Abacus receipt inbox

Create Expense Field Tag

Creates a new Expense Field Tag.

(Expense Fields are managed on Abacus, and are a set of tags that can be applied to expenses for clients, projects, or events. This action adds a tag to a specific expense field.)

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