ExpenseBot and Salesflare

How to connect ExpenseBot

ExpenseBot is a receipt and expense platform that scans emails, organizes expenses, and prepares accounting-ready reports.

Start a workflow when this happens

New Expense — Triggers when a recent expense appears, returning its exact identity, amounts, category, group, Notes, and review link.
New Report — Triggers when a recent expense report appears, returning its exact identity, status, totals, and report link.

Things Salesflare can make it do

Add Income Entry — Creates a reviewed income entry.
Add Mileage Entry — Creates a reviewed business mileage entry.
Create Expense — Creates a reviewed cash or card expense.
Create Expense Report — Creates a report from eligible unreported expenses for an exact date range and optional category or group filters.
Start Gmail Receipt Scan — Starts a Gmail receipt scan. Add a Delay and repeat Get Gmail Scan Status until the scan completes or needs action.

Show 1 more actions

Upload Receipt — Uploads a receipt image, HEIC, or PDF and queues extraction. Check the exact Submission ID with Get Receipt Processing Result before downstream steps.

Look up existing records

Find Expense — Finds expenses by merchant, text, category, group, or inclusive date range for approval and reconciliation workflows.
Find Report — Finds reports containing the supplied title text so a Zap can route or notify using the exact report identity.
Get Gmail Scan Status — Returns the current or last Gmail receipt scan status. Repeat after a Delay until complete, then route any Action Needed count to its review link.
Get Receipt Processing Result — Returns the exact terminal result for one uploaded receipt submission. Repeat while processing, then route uncertain outcomes to Review Expenses.