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Salesforce
Salesforce
1. Choose trigger event
Expensya
Expensya
2. Choose action
1. Select the event
Setup
Test
Salesforce
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Add Contact" in Expensya.
You’re connected!
Zapier seamlessly connects Salesforce and Expensya, 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 Case Attachment
Triggers when a new Attachment is added to a case.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
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
Beneficiary Email
Required
Owner Email
Required
Access Rights
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
User ID
Required
Receipt Content (Base64)
Required
Receipt Name
Required
File Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delegated Access IDs (comma separated)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Receipt File
Required
Receipt Name
Required
File Type
Required
Receipt URL
User ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report ID
Required
Operation
Required
Message
Invoice IDs To Reject
Accounting Period
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
User ID
Required
Operation
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner Mail
Beneficiary Mail
Beneficiary First/Last Name
Beneficiary Rights
Owner First/Last Name
Sort By
Descending
Page
Page Size
Action
This is an event a Zap performs.
Search
Find existing data in your app
Start Date
End Date
Status
Category ID
Minimum Amount
Maximum Amount
Currency
User ID
Sort By
Project ID
Owner PayId
Owner PayId2
Owner PayId3
Owner PayId4
Owner PayId5
Owner PayId6
Owner Mail
Report ID
Report ID Short
Supplier ID
Report State
Tags Names (comma separated)
Expense Name
Value In Currency
Owner ID
Expense Objects To Return
Merchant Countries
VAT Rate
Reports IDs
Expense Use Types
Is Billable
Is Desc
Expense IDs
Currencies
Is Reimbusable
Merchant Name
Date Filter Type
File Type
Date Time Offset
VAT Code
Value HT In Expense Currency
VAT Value
Page Number
Page Size
Action
This is an event a Zap performs.
Search
Find existing data in your app
Image ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Report States
Descending
Date Filter Type
Sort By
Report Start Date
Report End Date
Report Name
Report Short ID
Tags Names (CSV)
Owner Pay ID 2
Date Time Offset (minutes)
Owner ID
Report Objects To Return
Project ID
Page
Page Size
Action
This is an event a Zap performs.
Search
Find existing data in your app
User ID
First Name
Last Name
Mail
Mail Or Name Or Pay ID
User IDs (CSV)
User Mails (CSV)
Tags Names (CSV)
Simple Tags Names (CSV)
Manager ID
Manager Name
Reviewer ID
Reviewer Name
User Type
User State
Pay ID
Sort By
Descending
Page
Page Size
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Salesforce and Expensya with AI agents and code
Beyond Zap workflows. Call Salesforce and Expensya 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 Salesforce and Expensya actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Add Contact
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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Customers who say using Zapier has made them better at their job
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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 Salesforce and Expensya 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.
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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 Salesforce on the Zapier blog
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