Why you should automate with Expensify
Popular Expensify integrations
Notify approvers of expense reportsHelp approvers discover expense reports quickly and review them carefully by integrating Expensify with Slack or Microsoft Teams. You can then build the following automation: Once an expense report gets submitted, the designated approver receives a message in Slack or Teams that includes key details on the report. The message also includes a link to the report in Expensify, allowing the approver to move quickly in accepting or rejecting it.
Submit expenses without logging into ExpensifyForcing employees to log into Expensify whenever they need to upload and submit expense reports is time consuming and tedious. You can empower them to submit expenses from either Slack or Teams instead by using Workbot®.
Review the status of any expenseOnce an employee submits their expense, they’ll likely want to stay informed of its status—all the way through to its approval. You can help them do just that by using Workbot® to build an automation where an employee can check on the status of a specific expense with the click of a button inside of Slack or Teams.
Do everything in one place
Customize your Expensify integration with the following triggers and actions.
When this happens…
- Expense report createdExpense report created in Expensify
Any other trigger you can think up
- Custom actionCustom action in Expensify (Custom)
- Create expenseCreate expense in Expensify
- Create expense reportCreate expense report in Expensify
- Get policy listGet policy list in Expensify
- Get expense report statusGet expense report in Expensify
- Create/Update employeeCreate/Update employee in Expensify
- Update expense report statusUpdate expense report in Expensify
Any other action you can think up
Let us tailor your Expensify integrations
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