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Connect Expensify and pdfFiller to power AI-driven automation

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How Zapier works

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

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Expensify logo
Expensify
Expensify logo
Expensify
1. Choose trigger event
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pdfFiller
pdfFiller logo
pdfFiller
2. Choose action
Expensify logo
1. Select the event
Setup
Test
Expensify logo
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 "Create Filled Document From Template" in pdfFiller.

You’re connected!

Zapier seamlessly connects Expensify and pdfFiller, 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.

    • Report State
    Trigger
    Polling
    Try It
    • E-Mail
      Required
    • Merchant
      Required
    • Date of Expense
      Required
    • Amount
      Required
    • Currency
    • Comment
    • Tag
    • Category
    Action
    Write
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
    • Fill Request
      Required
    • Download Filled Form
      Required
    • Filled Form Name
    Trigger
    Instant
    Try It
    • Title
      Required
    • Email Address
      Required
    • Policy
      Required
    Action
    Write
    • Report ID
      Required
    • Include Full-Page Receipts
    Action
    Write
    • Report Number
      Required
    Action
    Search
    • Base Document
      Required
    • Download Filled Document
      Required
    • Filled Document Name
    Trigger
    Instant
    Try It

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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 Expensify and pdfFiller 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 Expensify to pdfFiller 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 Expensify
Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for streamlined financial management.
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About pdfFiller
pdfFiller is an online PDF editor, form builder and eSignature solution that makes it fast, easy and secure to manage your documents on any computer or mobile device.
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Documents

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