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Expensify
Expensify
1. Choose trigger event
FreshBooks
FreshBooks
2. Choose action
1. Select the event
Setup
Test
Expensify
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 "Add Payment to Invoice" in FreshBooks.
You’re connected!
Zapier seamlessly connects Expensify and FreshBooks, 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.
Create a new record or update an existing record in your app.
Account
Required
Item ID
Required
Price
Required
Currency
Required
Tax Amount
Tax Name
Send Admin Receipt?
Required
Note
Is Active?
Terms and Conditions
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account
Required
Client ID
Required
Credit Type
Credit Number
Currency Code
Date of Issue
Notes
Terms
Language
Name
Line Item Description
Line Item Quantity
Tax 1 Name
Tax 1 Amount
Tax 2 Name
Tax 2 Amount
Compounded Tax
Unit Cost
Currency Code
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account
Required
Amount
Required
Category
Required
Client
Date
Notes
Staff Member
Required
Tax1 Amount
Tax1 Percent
Tax1 Name
Tax2 Amount
Tax2 Name
Tax2 Percent
Compounded Tax
Currency
Vendor
Duplicate Estimate?
Account Name
Transaction Id
Invoice Id
Status
Bank Name
External System ID
Has Receipt?
Background Job ID?
External Invoice ID
Markup Percent
Project
Profile ID
Visibility State
Account System ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account
Required
Invoice
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account
Required
Title
Required
Client ID
Due Date
Project Type
Fixed Price
Rate
Budget
Active
Complete
Billable
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account
Required
Project
Task
Started At
Required
Created At
Duration
Required
Is Logged
Required
Internal?
Client ID
Required
Billed?
Billable?
Active?
Pending Client
Pending Project
Pending Task
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account
Required
Checkout Link ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account
Required
Email Body
Email Subject
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account
Required
Checkout Link ID
Required
Item ID
Required
Amount
Required
Currency
Required
Note
Is Active?
Required
Send Admin Receipt?
Required
Tax Amount
Tax Name
Item Name
Required
Terms and Conditions
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account
Required
Client ID
Required
Credit Note ID
Required
Credit Number
Currency Code
Date of Issue
Notes
Terms
Language
Name
Line Item Description
Line Item Quantity
Tax 1 Name
Tax 1 Amount
Tax 2 Name
Tax 2 Amount
Compounded Tax
Unit Cost
Currency Code
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account
Required
Client
Create if Invoice Does Not Exist
Required
Append Line Items on Update
Required
Currency Code
Date of Issue
Days Due From Issue
Invoice Number
Required
Language
Estimate
Active Payment Gateway
Line Item Description
Line Item Name
Required
Line Item Quantity
Required
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit Cost
Required
Notes
PO Number
Terms
Discount Amount
Discount Description
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account
Required
Vendor ID
Required
Vendor Name
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 099
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account
Required
Credit Note ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Account
Required
Search Field
Required
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Account
Required
Search Field
Required
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Account
Required
Search Field
Required
Search Value
Required
Vendor
Required
Currency Code
Required
Date of Issue
Days Due From Issue
Bill Number
Language
Required
Description
Quantity
Required
Tax Name
Tax Percent
Rate
Required
Expense Category
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Account
Required
Search Field
Required
Search Value
Required
Email
Required
First Name
Home Phone
Language
Last Name
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency_code
Quantity
Unit Cost
Description
Credit_note_create_date
Credit_note_credit_type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Account
Required
Search Field
Required
Search Value
Required
Client
Required
Currency Code
Date of Issue
Days Due From Issue
Line Item Description
Line Item Name
Required
Line Item Quantity
Required
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit Cost
Required
Active Payment Gateway
Notes
Invoice Paid?
Terms
Discount Amount
Discount Description
Invoice Number
PO Number
Language
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Account
Required
Search Field
Required
Search Value
Required
Vendor Name
Required
Contact First Name
Contact Last Name
Contact Email
Street
City
Province
Postal Code
Country
Account Number
Phone
Website
Currency Code
Language
Is 1099 Contractor
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Expensify and FreshBooks with AI agents and code
Beyond Zap workflows. Call Expensify and FreshBooks actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Expensify and FreshBooks actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Expense Report
Add Payment to Invoice
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Connect Expensify and FreshBooks 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.
Learn how to automate FreshBooks on the Zapier blog
Make work flow with AI
Level up your Expensify to FreshBooks integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Expensify + FreshBooks integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Expensify and FreshBooks
How do I integrate Expensify with FreshBooks?
To integrate Expensify with FreshBooks, we use a series of triggers and actions. A popular approach is creating expense reports in Expensify that automatically generate corresponding invoices in FreshBooks. Configure the triggers to monitor new or updated expenses in Expensify, and set actions to create detailed invoices in FreshBooks reflecting those expenses.
Can I track my receipts from Expensify directly into FreshBooks?
Yes, tracking receipts from Expensify directly into FreshBooks is possible by setting up a trigger for new receipts in Expensify. This will initiate an action to upload or match these receipts within your FreshBooks projects, ensuring all expenses are accounted for seamlessly.
What types of data can be transferred between Expensify and FreshBooks?
You can transfer various types of data between Expensify and FreshBooks including expense details, receipt images, vendor information, tax amounts, and billing details. By setting appropriate triggers and actions, you ensure accurate synchronization of vital financial data across both platforms.
Is it possible to automatically generate invoices in FreshBooks from approved expenses in Expensify?
Absolutely! When an expense report gets approved in Expensify, you can trigger an automated invoice creation process in FreshBooks. This automation ensures that clients are billed accurately and promptly based on the approved expenditures.
How often does the data sync occur between Expensify and FreshBooks?
The frequency of data synchronization depends on the defined triggers. Typically, when a trigger event occurs (like a new expense report submission or receipt upload in Expensify), the corresponding action is performed immediately or as scheduled within your integration setup with FreshBooks.
Can we import our vendor list from FreshBooks into Expensify automatically?
Yes, by using specific automation setups where changes to your vendor list in FreshBooks trigger updates within your vendors' database on Expensify. This keeps all vendor-related details consistently updated across both applications.
What should I do if my integration between Expensify and FreshBooks isn't working as expected?
If the integration isn't functioning properly, first verify that all connections are active and all necessary permissions are granted. Check if any changes were made to trigger settings or action sequences recently that might disrupt normal operation. Reviewing logs for errors can also pinpoint where issues may lie for further troubleshooting.
About Expensify
Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for streamlined financial management.
FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.
