ClickUp + Expensify
Create tasks in ClickUp from new reports in Expensify
Easily manage your expenses and tasks with this workflow. Whenever a new report is created in Expensify, a corresponding task is also instantly created in ClickUp. This seamless process enables you to track your expenditure reports and related tasks in one smooth motion, ensuring no detail is overlooked - ideal for budgeting and project management.
Easily manage your expenses and tasks with this workflow. Whenever a new report is created in Expensify, a corresponding task is also instantly created in ClickUp. This seamless process enables you to track your expenditure reports and related tasks in one smooth motion, ensuring no detail is overlooked - ideal for budgeting and project management.
- When this happens...New Report
Triggered when a new report is created.
- automatically do this!Create Task
Creates a new task.
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Report State
Try ItE-MailRequired
MerchantRequired
Date of ExpenseRequired
AmountRequired
Currency
Comment
Tag
Category
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
WorkspaceRequired
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TitleRequired
Email AddressRequired
PolicyRequired
Report IDRequired
Include Full-Page Receipts
Report NumberRequired
Reaction(s)
WorkspaceRequired
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