Expensify + Slack

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.

When this happens...
New Report
Triggered when a new report is created.
TriggerScheduled
automatically do this!
Send Direct Message
Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
ActionWrite

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Supported triggers and actions

- Report State
Trigger
Scheduled
Try It
- E-MailRequired
- MerchantRequired
- Date of ExpenseRequired
- AmountRequired
- Currency
- Comment
- Tag
- Category
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It

- Channel
- User Name
- Shared
Trigger
Instant
Try It
- Search QueryRequired
- Optimized data
Trigger
Scheduled
Try It

- Channel
- Reaction
- User
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

- TitleRequired
- Email AddressRequired
- PolicyRequired
Action
Write
- Report IDRequired
- Include Full-Page Receipts
Action
Write
- Report NumberRequired
Action
Search
New Channel
Triggers when a new #channel is created.
Trigger
Instant
Try It
- Include Alias
Trigger
Instant
Try It
- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message Text

Expensify + Slack

Get Slack notifications for new Expensify reports

Supported triggers and actions

New Report

Create Single Expense

API Request (Beta)

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Reaction Added

New User

Invite User to Channel

Send Direct Message

Send Private Channel Message

Update Profile

API Request (Beta)

Retrieve Thread Messages

Create Private Channel

Edit Message

Find Message

Find User by ID

Find User by Username

Create Expense Report

Export Report to PDF

Find Report

New Channel

New Team Custom Emoji

New Mention

New Message Posted to Private Channel

New Saved Message

Add Reminder

Send Channel Message