Asana + Expensify

Create Asana tasks from new Expensify reports

Sometimes creating an expense report is just the first step of many. With this automation, you can add a new task in Asana whenever a new Expensify report is created. This way, the follow-up tasks in your reporting workflow are right alongside the rest of your to-dos.

When this happens...
New Report
Triggered when a new report is created.
TriggerScheduled
automatically do this!
Create Task
Adds a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

New Report
Triggered when a new report is created.
Trigger
Scheduled
Create Expense Report
Action
Write
Create Single Expense
Creates a single expense item.
Action
Write
Export Report to PDF
Given a Report ID (from a trigger), export that report to a PDF document.
Action
Write
Find Report
Retrieves a specific expense report, using the report's number.
Action
Search

Completed Task
Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
Trigger
Scheduled
New Project
Triggered when you add a new project.
Trigger
Scheduled

New Story
Triggered when you add a new story.
Trigger
Scheduled

Asana
Triggered when you add a new subtask.
Scheduled
Trigger
Asana
Triggered when you create a new tag.
Scheduled
Trigger
Asana
Triggered when you add a new task to a project.
Instant
Trigger
Asana
Triggered when you add a tag to a task.
Scheduled
Trigger
Asana
Triggered when you add a new team.
Scheduled
Trigger
Asana
Triggered when a task in a project is updated.
Instant
Trigger
Asana
Triggered when you add a new user.
Scheduled
Trigger
Asana
Triggered when you add a new workspace/organization.
Scheduled
Trigger
Asana
Attaches a File to a task.
Scheduled
Action
Asana
Duplicates an existing task.
Scheduled
Action
Asana
Creates a new project from a custom template.
Scheduled
Action
Asana
Creates a new section within a project.
Scheduled
Action
Asana
Adds a subtask to an existing task.
Scheduled
Action
Asana
Adds a new project.
Scheduled
Action
Asana
Adds a new story (a comment is a story).
Scheduled
Action
Asana
Adds a new task.
Scheduled
Action
Asana
Adds a task to a section of a project.
Scheduled
Action
Asana
Updates an existing Task.
Scheduled
Action
Asana
Finds an existing project.
Scheduled
Action
Asana
Finds an existing section within a workspace project.
Scheduled
Action
Asana
Finds an existing task within a workspace project(s).
Scheduled
Action
Asana
Finds an existing task by its ID.
Scheduled
Action
Asana
Finds an existing user of your Asana account.
Scheduled
Action
Asana
Find or Create Project
Scheduled
Action
Asana
Find or Create Task
Scheduled
Action
Asana
Find or Create Task
Scheduled
Action
Asana
Find or Create Task
Scheduled
Action

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

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