Put ExpenseBot to work with AI and enterprise-grade automation
Automate smarter with ExpenseBot and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
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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.
- New Expense
Triggers when a recent expense appears, returning its exact identity, amounts, category, group, Notes, and review link.
Try ItTriggerPolling - Source Event IDRequired
- AmountRequired
- Income SourceRequired
- Payment MethodRequired
- Date
- Currency
- Description
- Income Category
- Reference
- Fees
- Tax Collected
- Client or Project Group
- Notes
ActionWrite- Source Event IDRequired
- MerchantRequired
- TotalRequired
- DateRequired
- Expense CategoryRequired
- Currency
- Subtotal
- Tax
- Tip
- City
- Notes
- Client, Project, or Trip Group
ActionWrite- Source Event IDRequired
- Lookback Days
- Start Date
- End Date
- Connected Gmail Account
ActionWrite
- New Report
Triggers when a recent expense report appears, returning its exact identity, status, totals, and report link.
Try ItTriggerPolling - Source Event IDRequired
- DistanceRequired
- Business PurposeRequired
- Date
- Round Trip
- Destination
- City
- Expense Category
- Client, Project, or Trip Group
- Notes
ActionWrite- Source Event IDRequired
- Report TitleRequired
- Start DateRequired
- End DateRequired
- Include Categories
- Include Groups or Tags
- Exclude Personal
- Other Categories to Exclude
- Other Groups or Tags to Exclude
ActionWrite- Source Event IDRequired
- Receipt FileRequired
- File NameRequired
- MIME TypeRequired
- Note
- Client, Project, or Trip Group
ActionWrite
For builders
Let your AI safely access ExpenseBot
Go beyond Zap workflows. Install Zapier in your AI to call ExpenseBot actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
Call actions in natural language with Zapier MCP
Act in ExpenseBot from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Work in code with the Zapier SDK
Expose ExpenseBot actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a ExpenseBot connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "expensebot", owner: "me" });
await zapier.runAction({
app: 'expensebot',
action: 'add_income',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.



