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

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CommCare
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CommCare
1. Choose trigger event
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Expensify
Expensify logo
Expensify
2. Choose action
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1. Select the event
Setup
Test
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CommCare
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Case" from CommCare.

Add your action

An action happens after the trigger—such as "Create Expense Report" in Expensify.

You’re connected!

Zapier seamlessly connects CommCare and Expensify, 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.

    • Domain
      Required
    • Case Type
      Required
    Trigger
    Instant
    Try It
    • Domain
      Required
    • Application
      Required
    • Form
      Required
    Trigger
    Instant
    Try It
    • Report State
    Trigger
    Polling
    Try It
    • E-Mail
      Required
    • Merchant
      Required
    • Date of Expense
      Required
    • Amount
      Required
    • Currency
    • Comment
    • Tag
    • Category
    Action
    Write
    • Domain
      Required
    • Case Type
      Required
    Trigger
    Instant
    Try It
    • Domain
      Required
    • Case Type
      Required
    Trigger
    Instant
    Try It
    • Title
      Required
    • Email Address
      Required
    • Policy
      Required
    Action
    Write
    • Report ID
      Required
    • Include Full-Page Receipts
    Action
    Write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect CommCare and Expensify 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your CommCare to Expensify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About CommCare
CommCare is a powerful, no-code platform for frontline data collection and service delivery. Build custom apps quickly. Offline & secure.
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About Expensify
Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for streamlined financial management.
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