Box + Expensify

Box + Expensify integrations

Generate Expensify expense reports from new Box files

Automate your expense reporting process with this seamless workflow. This task kicks off whenever a new file is added in Box, leading to the creation of an expense report in Expensify. Not only does this simplify and streamline your expense management, but it also ensures that every financial record is accurately captured and conveniently stored in one place. Enjoy effortless financial tracking by bridging the gap between Box and Expensify.

When this happens...
New FileTriggers when you add a new file to a folder.
TriggerPolling
automatically do this!
Create Expense ReportOnly for Expensify Premium users! Creates a new expense report.
ActionWrite

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More things you can do with Box and Expensify

Discover other triggers and actions you can use with Box and Expensify

New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Trigger
Polling
Try It
- Folder
  Required
- Share
Trigger
Polling
Try It
Task Assigned to You
Triggered when you are assigned a task.
Trigger
Polling
Try It
- File ID
  Required
- Access Level
- Expiration Date
Action
Write
- Email
  Required
- Folder
  Required
- Role
  Required
Action
Write

- File ID
  Required
- Question
  Required
Action
Write
- File ID
  Required
- Box AI Prompt
  Required
Action
Write

- Group Name
  Required
- Provisioned
- External Sync Identifier
Action
Write
- Template ID
  Required
Action
Write
- Folder ID
  Required
- Recursive
Action
Write
- User ID
  Required
- Force Delete
- Notify User
Action
Write
- Folder
- Name of New Folder
  Required
Action
Write
- Template ID
  Required
Action
Write
- File ID
  Required
Action
Write
- User ID
  Required
Action
Write
- File_id
  Required
- New Folder
  Required
- Action to Perform
Action
Write
- File_id
  Required
- Message
- Due_at
- Assign_to
Action
Write
- File Name
  Required
- Folder
- File_extensions
Action
Search
- File ID
  Required
Action
Search
- Folder ID
  Required
Action
Search
- Limit
- Marker
Action
Search
- Limit
- Marker
Action
Search
- Report State
Trigger
Polling
Try It
- E-Mail
  Required
- Merchant
  Required
- Date of Expense
  Required
- Amount
  Required
- Currency
- Comment
- Tag
- Category
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Event
Triggers when a new event is performed (this is the activity stream).
Trigger
Polling
Try It
- Folder
Trigger
Polling
Try It
- File ID
  Required
- Template Key
  Required
- Metadata (JSON Object)
  Required
Action
Write
- Folder ID
  Required
- Access Level
- Expiration Date
Action
Write
- User ID
  Required
- Group ID
  Required
- Role
Action
Write
- Hub ID
  Required
- Question
  Required
Action
Write
- File_id
  Required
- Message
  Required
Action
Write
- User Name
  Required
- User Email
  Required
- Platform Access Only
- External App User ID
Action
Write
- Template Name
  Required
Action
Write
- Group ID
  Required
Action
Write
- Folder
  Required
- File
  Required
- Name
- Share this file?
Action
Write
- Template ID
  Required
Action
Write
- Template Name
  Required
Action
Write
- File ID
  Required
Action
Write
- File ID
  Required
Action
Write
- Folder
  Required
- Name of New File
  Required
- File Content
  Required
- Share this file?
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Folder Name
  Required
- Parent Folder
Action
Search
- Folder ID
  Required
Action
Search
- Marker
Action
Search
- Limit
- Marker
Action
Search
- Limit
- Marker
Action
Search
- Title
  Required
- Email Address
  Required
- Policy
  Required
Action
Write
- Report ID
  Required
- Include Full-Page Receipts
Action
Write
- Report Number
  Required
Action
Search

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.

Learn moreLearn moreHelpHelp

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File Management & Storage

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About Expensify

Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for streamlined financial management.

HelpHelp

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Related Zap Templates

Save new Expensify reports as PDFs and upload them to Box

Related Zap Templates

Save new Expensify reports as PDFs and upload them to Box