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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Funds Loaded to Wallet" from BizPay.

Add your action

An action happens after the trigger—such as "Append Note" in OneNote.

You’re connected!

Zapier seamlessly connects BizPay and OneNote, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Funds Loaded to Wallet
Triggers when funds are loaded to a user’s BizPay wallet.
Trigger
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New Expense
Triggers when a new expense is added in BizPay.
Trigger
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New Verified Expense
Triggers when an expense is verified. This happens when an expense report containing the expense is verified in BizPay.
Trigger
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- Merchant Name
  Required
- Expense Bucket
- Amount
  Required
- Recoverable
  Required
- Notes
  Required
- Expense Type
  Required
- Add to Report
Action
Write
- Notebook
  Required
- Section
  Required
- Page/Note
  Required
- Content Type
- Content
  Required
Action
Write

- Title
  Required
- Content Type
- Content
  Required
Action
Write
- URL Link
  Required
Action
Write

Funds Withdrawn From Wallet
Triggers when funds are withdrawn from a user’s BizPay wallet.
Trigger
Polling
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New Action Item or Alert
Triggers when a new action item or alert is created in BizPay. Such items and alerts get created in BizPay automatically based on user actions.
Trigger
Polling
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New Verified Report
Triggers when an expense report is verified in BizPay.
Trigger
Polling
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- Notebook
  Required
- Section
  Required
Trigger
Polling
Try It
- Title
  Required
- Image URL
  Required
Action
Write
- Notebook
  Required
- Section
  Required
- Title
  Required
- Content Type
- Content
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect BizPay and OneNote to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate OneNote on the Zapier blog

Make work flow with AI

Level up your BizPay to OneNote integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About BizPay

BizPay automates business expense management with corporate cards, UPI-enabled wallets, and apps, ensuring 360-degree real-time visibility and 100% control.

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Related categories

Accounting

About OneNote

Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.

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Microsoft Notes

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