Expensify + Google Drive

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.

When this happens...
New Report
Triggered when a new report is created.
TriggerScheduled
automatically do this...
Export Report to PDF
Given a Report ID (from a trigger), export that report to a PDF document.
ActionWrite
then do this!
Upload File
Copies an existing file from another service to Google Drive.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

New Report
Triggered when a new report is created.
Trigger
Scheduled
Create Expense Report
Action
Write
Create Single Expense
Creates a single expense item.
Action
Write
Export Report to PDF
Given a Report ID (from a trigger), export that report to a PDF document.
Action
Write
Find Report
Retrieves a specific expense report, using the report's number.
Action
Search

New File
Triggers when any new file is added (inside of any folder).
Trigger
Scheduled
New File in Folder
Triggers when a new file is added directly to a specific folder (but not its subfolders).
Trigger
Scheduled

New Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
Trigger
Scheduled

Google Drive
Triggers when a file is updated in a specific folder (but not its subfolders).
Scheduled
Trigger
Google Drive
Create a copy of the specified file.
Scheduled
Action
Google Drive
Copies an existing file from another service to Google Drive.
Scheduled
Action
Google Drive
Create a new, empty folder.
Scheduled
Action
Google Drive
Move a file from one folder to another.
Scheduled
Action
Google Drive
Create a new file from plain text.
Scheduled
Action
Google Drive
Upload a file to Drive, that replaces an existing file.
Scheduled
Action
Google Drive
Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.
Scheduled
Action
Google Drive
Search for a specific file by name.
Scheduled
Action
Google Drive
Search for a specific folder by name.
Scheduled
Action
Google Drive
Finds or creates a specific file v2.
Scheduled
Action
Google Drive
Finds or creates a specific folder v2.
Scheduled
Action

About Expensify

Expensify is an application that makes it easy to import expenses directly from a credit card to create expense reports quickly and easily.

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Accounting

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About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Learn More