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Zapier makes it easy to integrate ClickUp with Expensya - no code necessary. See how you can get setup in minutes.
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ClickUp
ClickUp
1. Choose trigger event
Expensya
Expensya
2. Choose action
1. Select the event
Setup
Test
ClickUp
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.
Add your action
An action happens after the trigger—such as "Add Contact" in Expensya.
You’re connected!
Zapier seamlessly connects ClickUp and Expensya, 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.
Create a new record or update an existing record in your app.
Workspace
Required
Thread
Include a link to this Zap?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Document
Required
Name
Content
Subtitle
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Field name
Required
Description
Required in tasks
Pinned
Visible to guests
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Workspace
Required
List Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Workspace
Required
Start
Required
End
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Workspace
Required
Task Name
Required
Custom task type
Task Description
Markdown Content
Assignee Emails
Priority
Start Date
Due Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Workspace
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Subtitle
Document
Required
Page
Required
Content
Content edit mode
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Task by ID
Find an existing task by its ID.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Document name
Required
Name match condition
Include archived documents?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Beneficiary Email
Required
Owner Email
Required
Access Rights
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
User ID
Required
Receipt Content (Base64)
Required
Receipt Name
Required
File Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delegated Access IDs (comma separated)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Receipt File
Required
Receipt Name
Required
File Type
Required
Receipt URL
User ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report ID
Required
Operation
Required
Message
Invoice IDs To Reject
Accounting Period
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
User ID
Required
Operation
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner Mail
Beneficiary Mail
Beneficiary First/Last Name
Beneficiary Rights
Owner First/Last Name
Sort By
Descending
Page
Page Size
Action
This is an event a Zap performs.
Search
Find existing data in your app
Start Date
End Date
Status
Category ID
Minimum Amount
Maximum Amount
Currency
User ID
Sort By
Project ID
Owner PayId
Owner PayId2
Owner PayId3
Owner PayId4
Owner PayId5
Owner PayId6
Owner Mail
Report ID
Report ID Short
Supplier ID
Report State
Tags Names (comma separated)
Expense Name
Value In Currency
Owner ID
Expense Objects To Return
Merchant Countries
VAT Rate
Reports IDs
Expense Use Types
Is Billable
Is Desc
Expense IDs
Currencies
Is Reimbusable
Merchant Name
Date Filter Type
File Type
Date Time Offset
VAT Code
Value HT In Expense Currency
VAT Value
Page Number
Page Size
Action
This is an event a Zap performs.
Search
Find existing data in your app
Image ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Report States
Descending
Date Filter Type
Sort By
Report Start Date
Report End Date
Report Name
Report Short ID
Tags Names (CSV)
Owner Pay ID 2
Date Time Offset (minutes)
Owner ID
Report Objects To Return
Project ID
Page
Page Size
Action
This is an event a Zap performs.
Search
Find existing data in your app
User ID
First Name
Last Name
Mail
Mail Or Name Or Pay ID
User IDs (CSV)
User Mails (CSV)
Tags Names (CSV)
Simple Tags Names (CSV)
Manager ID
Manager Name
Reviewer ID
Reviewer Name
User Type
User State
Pay ID
Sort By
Descending
Page
Page Size
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use ClickUp and Expensya with AI agents and code
Beyond Zap workflows. Call ClickUp and Expensya actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose ClickUp and Expensya actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Archive or Delete Task
Add Contact
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect ClickUp and Expensya 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 ClickUp on the Zapier blog
Make work flow with AI
Level up your ClickUp to Expensya integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
