Expensify + monday.com

Create new items in monday.com from new reports in Expensify

Streamline your expense reporting and task management process with this seamless workflow. When a new report is created in Expensify, it will trigger the creation of a new item in your monday.com board. This automation provides a perfect solution for keeping your team updated with expense-related tasks, enhancing productivity and efficiency.

Streamline your expense reporting and task management process with this seamless workflow. When a new report is created in Expensify, it will trigger the creation of a new item in your monday.com board. This automation provides a perfect solution for keeping your team updated with expense-related tasks, enhancing productivity and efficiency.

  1. When this happens...
    ExpensifyExpensify
    New Report

    Triggered when a new report is created.

    TriggerPolling
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

    • TitleRequired

    • Email AddressRequired

    • PolicyRequired

    Action
    Write
    • Report IDRequired

    • Include Full-Page Receipts

    Action
    Write
    • Report NumberRequired

    Action
    Search
    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
    Try It
expensify logo
expensify logo

About Expensify

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

Related categories

  • Accounting

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monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

  • Project Management

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