Expensify Integrations
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Save new Expensify reports as PDFs in Google Drive
Getting your expense reports out the door is critical to running your business, but that doesn’t mean you have to spend a lot of time creating them. This integration can export your Expensify reports to PDFs and save them to Google Drive so you can share your reports without lifting a finger.
How this Expensify-Google Drive integration works
- A new report is created in Expensify
- Zapier exports this report as a PDF
- The PDF is saved to Google Drive
Apps involved
- Expensify
- Google Drive
Add new Expensify reports to a Google Sheets spreadsheet
Make sure your expense reports are available to your whole team, anytime. Use this automation to add new Expensify reports to a Google Sheets spreadsheet. Your expense reporting will get an extra boost of visibility and everyone will stay in the know.
How this Expensify-Google Sheets integration works
- A new Expensify report is created
- Zapier adds that report to a row in a Google Sheet
Apps involved
- Expensify
- Google Sheets
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!
How this Expensify-Box integration works
- A new report is created in Expensify
- Zapier saves this report as a PDF
- The report is uploaded to Box
Apps involved
- Expensify
- Box
Get Slack notifications for new Expensify reports
You spend most of your day in chat, so why break your flow to check in on expense reports? Use this automation to get a direct message on Slack when a new Expensify report is created, and you'll stay updated without hopping between apps.
How this Expensify-Slack integration works
- A new report is created in Expensify
- Zapier sends a direct message via Slack
Apps involved
- Expensify
- Slack
Create Expensify expenses from new Dropbox files
It's rare for someone to enjoy logging expenses -- it's tedious work! Make this task a little less painful by automating the workflow with Zapier. Use this integration to create expenses in Expensify from new Dropbox files. That way, all of your business expenses will be in order - and stay that way.
How this Dropbox-Expensify integration works
- A new file is added to Dropbox
- Zapier creates a new expense in Expensify
Apps involved
- Dropbox
- Expensify
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Expensify Integration DetailsPremium
Launched on Zapier January 19, 2014
Expense management doesn't have to be a time suck. With Expensify and Zapier, you can automatically organize receipts, create reports, and export data. Reimburse your employees quickly and efficiently and keep track of company expenses without wasting time on manual data entry. With Zapier, you can connect Expensify to all your other business tools to ensure a simple and seamless expense reporting process.
Here are some creative ways to use Expensify with Zapier:
- Ditch the reminder to report repeated expenses at a certain time each month. Zapier will create weekly or monthly expenses in Expensify.
- Focus your time on accounting, not on administrative tasks. Zapier will export new Expensify reports as PDFs that are ready to send out.
- Store all your reports in one place by having Zapier save Expensify reports as PDFs in Google Drive.
Zapier combines Triggers (like "New Report") and Actions (like "Create Single Expense") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Expensify Triggers, Searches, and Actions are supported by Zapier:
Creates a single expense item.
Given a Report ID (from a trigger), export that report to a PDF document.
Only for Expensify Premium users! Creates a new expense report.
Triggered when a new report is created.
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