Expensify and Salesflare
How to connect Expensify
- Via Zapier — 6 operations available. Set it up ↗
- Via Make — 12 modules available. Set it up ↗
About Expensify
Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for streamlined financial management.
Expensify operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Report — Triggered when a new report is created.
Actions (4)
Things Salesflare can make it do
- API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Create Expense Report — **Only for [Expensify Premium](https://www.expensify.com/pricing) users!** Creates a new expense report.
- Create Single Expense — Creates a single expense item.
- Export Report to PDF — Given a Report ID (from a trigger), export that report to a PDF document.
Searches (1)
Look up existing records
- Find Report — Retrieves a specific expense report, using the report's number.
Expensify operations on Make
Actions (10)
Things Salesflare can make it do
- Create Expense Rules — Creates expense rules for a given employee on a given policy.
- Create a Policy — Creates a policy.
- Create a Single Expense — Creates a single expense item.
- Create an Expense Report — Creates an expense report.
- Export a Report — Exports expense or report data and downloads it.
Show 5 more actions
- Get a Policy — Returns information about the selected policy.
- Update Expense Rules — Updates a preexisting expense rule for a given employee on a given policy.
- Update a Policy — Updates the selected policy.
- Update a Report Status — Updates the selected report status.
- Update an Employee — Updates the selected employee.
Searches (2)
Look up existing records
- List Domain Credit Cards — Lists all domain credit cards.
- List Policies — Lists all policies.
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