Connect Expensify and OrbisX to power AI-driven automation

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Start with a template that brings Expensify and OrbisX together. Build enterprise-grade automation in minutes.

Our most popular template

Add new OrbisX expenses to Expensify
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OrbisX + Expensify

Add new OrbisX expenses to Expensify

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OrbisX + Expensify

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Zapier makes it easy to integrate Expensify with OrbisX - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Create Client" in OrbisX.

You’re connected!

Zapier seamlessly connects Expensify and OrbisX, 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
Trigger
Polling
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- E-Mail
  Required
- Merchant
  Required
- Date of Expense
  Required
- Amount
  Required
- Currency
- Comment
- Tag
- Category
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Completed Event Hook
Triggers when an event is completed
Trigger
Instant
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Get POS Items
Triggers when a list of available POS items is required.
Trigger
Polling
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- Invoice ID
  Required
Trigger
Polling
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New Clients
Triggers when a new clients are created.
Trigger
Polling
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- Form ID
Trigger
Polling
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New Estimate Hook
Triggers when a new estimate is created.
Trigger
Instant
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New Events Hook
Triggers when a new event is created.
Trigger
Instant
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New Expense Hook
Triggers when a new expense is created.
Trigger
Instant
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New Invoice Hook
Triggers when a new invoice is created
Trigger
Instant
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New Leads
Triggers when a new leads are created.
Trigger
Polling
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New Payment
Triggers when a new payment is created.
Trigger
Polling
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New Tag Added to Client
Triggers when a tag or label is added to a client
Trigger
Instant
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New Tag Added to Lead
Triggers when a tag or label is added to a lead
Trigger
Instant
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New Tag Removed From Event
Triggers when a tag or label is removed from an event
Trigger
Instant
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Updated Invoice Hook
Triggers when an invoice is updated
Trigger
Instant
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- Contact / Full Name
  Required
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Write
- Amount
  Required
- Category
  Required
- Vendor/Supplier
  Required
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
Action
Write
- Contact / Full Name
  Required
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tag
Action
Write
- Lead ID
- Email
- Phone
- Notes
- Primary User ID
- Tags
- Lead Status
Action
Write
- Client ID
- Phone Number
- Email
- Start Date
- End Date
Action
Search
- Contact / Full Name
  Required
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Search or write

- Title
  Required
- Email Address
  Required
- Policy
  Required
Action
Write
- Report ID
  Required
- Include Full-Page Receipts
Action
Write
- Report Number
  Required
Action
Search
Deleted Event Hook
Triggers when an event is deleted.
Trigger
Instant
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Lead Converted to Client
Triggers when a lead is converted to a client
Trigger
Instant
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New Booking Request Received
Triggers when a new booking request is received
Trigger
Instant
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New Clients Hook
Triggers when a new client is created.
Trigger
Instant
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New Estimate
Triggers when a new estimate is created.
Trigger
Polling
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New Events
Triggers when a new events are created.
Trigger
Polling
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New Expense
Triggers when a new expense is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Trigger
Instant
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New Leads Hook
Triggers when a new lead is created.
Trigger
Instant
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New Payment Hook
Triggers when a new payment is created.
Trigger
Instant
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New Tag Added to Event
Triggers when a tag or label is added to an event
Trigger
Instant
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New Tag Removed From Client
Triggers when a tag or label is removed from a client
Trigger
Instant
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New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Trigger
Instant
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Updated Events Hook
Triggers when an event is updated.
Trigger
Instant
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- Assigned Staff Member
  Required
- Event Date
  Required
- Event Time
  Required
- Title
  Required
- Details
- Price
- Duration (minutes)
- Service ID
- Service Name
- Existing Lead
- Existing Client
- New Lead Name
- New Client Name
- New Lead/Client Email
- New Lead/Client Phone
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
- Event Notifications
- Event Tags/Labels
Action
Write
- Journal Entry
  Required
- Journal Target
  Required
- Target ID (lead or client ID)
  Required
- Staff/User ID
Action
Write
- Message Type
  Required
- Message Content
  Required
- Client's Phone or Email
  Required
Action
Write
- Full Name
- Phone
- Email
Action
Search
- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Interest
- Source
- Lead ID
Action
Search
- Contact / Full Name
  Required
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Source
- Lead ID
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Expensify and OrbisX to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Expensify to OrbisX integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Expensify

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

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Related categories

Accounting

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About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Expensify and OrbisX to power AI-driven automation

Launch your first automated workflow

Add new OrbisX expenses to Expensify

Add new OrbisX expenses to Expensify

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Expensify and OrbisX to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Expensify to OrbisX on the world's largest no-code automation platform