Box + Expensify

Save new Expensify reports as PDFs and upload them to Box

Your team can have access to expense reporting - and you won’t have to do any work for it! Use this automation to generate PDFs of your Expensify reports and then save them to Box. No more time wasted exporting and uploading files manually - what a relief!

When this happens...
New Report
Triggered when a new report is created.
TriggerScheduled
automatically do this...
Export Report to PDF
Given a Report ID (from a trigger), export that report to a PDF document.
ActionWrite
then do this!
Upload File
Triggered when you add a new file to a folder.
ActionWrite

Try this template

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

New Comment
Triggered when someone comments on a file in a folder you own/collaborate on.
Trigger
Scheduled
New Event
Triggered when a new event is performed (this is the activity stream).
Trigger
Scheduled

New File
Triggered when you add a new file to a folder.
Trigger
Scheduled

Box
Triggered when you add a new folder.
Scheduled
Trigger
Box
Triggered when you are assigned a task.
Scheduled
Trigger
Box
Adds an individual user as a collaborator on a folder.
Scheduled
Action
Box
Adds a comment to a file.
Scheduled
Action
Box
Copy an already-existing file from another service to Box.
Scheduled
Action
Box
Creates a brand new folder at the path you specify.
Scheduled
Action
Box
Moves or copies a file from one folder to another.
Scheduled
Action
Box
Creates a brand new text (.txt) file from plain text content you specify.
Scheduled
Action
Box
Adds a task to a file.
Scheduled
Action
Box
Search for a specific file by name.
Scheduled
Action
Box
Search for a specific folder by name.
Scheduled
Action