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How Zapier works
Zapier makes it easy to integrate Hibob with Expensify - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Employee Created" from Hibob.
Add your action
An action happens after the trigger—such as "Create Expense Report" in Expensify.
You’re connected!
Zapier seamlessly connects Hibob 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.
- New Employee Created
Triggers when a new employee is created.
Try ItTriggerInstant - Employee Inactivated
Triggers when employee is inactivated in bob.
Try ItTriggerInstant - Employee Left
Triggers when employee termination date has occurred.
Try ItTriggerInstant - TitleRequired
- Email AddressRequired
- PolicyRequired
ActionWrite
- Employee Deleted
Triggers when employee is removed from Bob.
Try ItTriggerInstant - Employee Joined
Triggers when employee start date has occurred.
Try ItTriggerInstant - Report State
Try ItTriggerPolling- E-MailRequired
- MerchantRequired
- Date of ExpenseRequired
- AmountRequired
- Currency
- Comment
- Tag
- Category
ActionWrite
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Connect Hibob 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.
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Frequently Asked Questions about Hibob + Expensify integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Hibob and Expensify
How do I set up the Hibob and Expensify integration?
To set up the integration between Hibob and Expensify, you need to create a Zap in our platform. You will start by choosing Hibob as the trigger application and selecting the specific event that should initiate data transfer, such as 'New Employee Created'. Then, choose Expensify as the action application and select what should happen in response, such as 'Create Expense Report'. Follow the on-screen instructions to connect your accounts and configure any necessary fields.
What triggers are available for Hibob in this integration?
In our integration setup with Expensify, Hibob offers several triggers such as 'New Employee Created', 'Updated Employee Record', and 'Employee Terminated'. These triggers allow you to automate actions in Expensify whenever these specific events occur in Hibob.
What actions can be automated in Expensify using this integration?
With our integration, you can automate actions like 'Create Expense Report', 'Add Category', or 'Approve Report' in Expensify. These actions can be triggered based on events happening in Hibob such as when an employee is newly added or an employee record is updated.
Can I customize the data that is transferred from Hibob to Expensify through this integration?
Yes, you can customize the data transfer by mapping fields between Hibob and Expensify within our Zap editor. You'll select which data from a trigger event in Hibob should populate specific fields of an action event in Expensify.
Is it possible to integrate multiple accounts with Hibob and Expensify through your platform?
Yes, we support connecting multiple personal or business accounts from both Hibob and Expensify. During setup, you'll have options to select from different linked accounts or even manage new connections.
Do I need coding skills to use this integration between Hibob and Expensify?
No coding skills are required. Our user-friendly interface walks you through setting up triggers from Hibob and corresponding actions within Expensify step-by-step without needing any programming knowledge.
How do I troubleshoot if my Zap isn't working between Hibob and Expensify?
If a Zap isn't functioning correctly between Hibob and Expensify, check first that both apps are connected correctly in your account settings. Review each step of your Zap configuration for any errors or missing field mappings. Our support documentation provides troubleshooting tips for common issues.
