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Airtable + Expensify

Create or update Airtable records when new reports are generated in Expensify

Streamline your expense report handling process with this efficient workflow. Every time a new report is generated in Expensify, it initiates the creation or updating of a record in Airtable. This seamless connection ensures your expense data is consistently recorded and updated in Airtable, enabling better expense tracking and management.

Streamline your expense report handling process with this efficient workflow. Every time a new report is generated in Expensify, it initiates the creation or updating of a record in Airtable. This seamless connection ensures your expense data is consistently recorded and updated in Airtable, enabling better expense tracking and management.

  1. When this happens...
    ExpensifyExpensify
    New Report

    Triggered when a new report is created.

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create or Update Record

    Updates an existing record if one exists, otherwise creates a new record.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Report State

    Trigger
    Scheduled
    Try It
    • E-MailRequired

    • MerchantRequired

    • Date of ExpenseRequired

    • AmountRequired

    • Currency

    • Comment

    • Tag

    • Category

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • TitleRequired

    • Email AddressRequired

    • PolicyRequired

    Action
    Write
    • Report IDRequired

    • Include Full-Page Receipts

    Action
    Write
    • Report NumberRequired

    Action
    Search
    • BaseRequired

    • TableRequired

    • Help Text

    • Which timestamp field should this Zap use to check for updates?Required

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
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About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn moreHelp

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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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