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Start with a template that brings Expensify and Gmail together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Expensify with Gmail - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Report" from Expensify.
Add your action
An action happens after the trigger—such as "Add Label to Email" in Gmail.
You’re connected!
Zapier seamlessly connects Expensify and Gmail, 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.
- Report State
Try ItTriggerPolling- E-MailRequired
- MerchantRequired
- Date of ExpenseRequired
- AmountRequired
- Currency
- Comment
- Tag
- Category
ActionWrite- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- Label or mailbox
- Search keywords
Try ItTriggerPolling
- TitleRequired
- Email AddressRequired
- PolicyRequired
ActionWrite- Report IDRequired
- Include Full-Page Receipts
ActionWrite- Report NumberRequired
ActionSearch- New Label
Triggers when you add a new label.
Try ItTriggerPolling
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Practical ways you can use Expensify and Gmail
Save Expensify reports as PDFs in Gmail
When a new expense report is created in Expensify, Zapier exports it as a PDF and sends it to your Gmail inbox. No more manual exports and uploads for expense records.
Business OwnerCategorize expenses from emails into Expensify
Zapier monitors emails in Gmail for receipts and categorizes those expenses in Expensify. Simplify expense data preparation for analysis with automated categorization.
Data Science