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Connect CROSStrax and Expensify to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate CROSStrax with Expensify - no code necessary. See how you can get setup in minutes.

Select a trigger from CROSStrax

A trigger is an event that starts your Zap and runs the workflow. For example, with CROSStrax, a trigger could be "New Case."

A trigger is the event that kicks off your automated workflow.

Setup an action from Expensify

An action is what takes place after the automation is triggered. For example, with Expensify, the action could be "Create Expense Report."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected CROSStrax to Expensify

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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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

Make work flow with AI

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

Learn about AI automation

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Connect CROSStrax and Expensify 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.

Integration categories

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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions

New Case
Triggers when a new case generated.
Trigger
Polling
Try It
New Contact
Triggers when a contact is created.
Trigger
Polling
Try It
New Case Note
Triggers when new note added on case.
Trigger
Polling
Try It
- Client/Company Name
  Required
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Phone
- Fax
- Website
Action
Write
- Title
  Required
- Email Address
  Required
- Policy
  Required
Action
Write
- Service
  Required
- Include Full-Page Receipts
Action
Write
- Service
  Required
Action
Search

New Client
Triggers when new client added.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice generated.
Trigger
Polling
Try It
- Case Type
  Required
- Client/Company
  Required
- Contact: Email
- Contact: First Name
- Contact: Last Name
- Claim Number
  Required
- Date Referred
- Service
  Required
- Due Date
- Budget
- Address 1
- Address 2
- city
- State
- Zip
- Country
- Comment
- Phone
- Description
- Make
- Model
- Year
- Color
- Tag#
- State
- Vin
- Comment
Action
Write
- Report State
Trigger
Polling
Try It
- Email Address
  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

About CROSStrax

CROSStrax is case management system for investigator to organize all investigation related stuff and more within single platform.

Related categories

Project Management

About Expensify

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

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