Expensify Connector

Quickly build integrations connecting your B2B SaaS to Expensify.

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About the Expensify Connector

Expensify provides an industry leading expense management system. Use the Expensify component to programmatically download expense report data for analysis or insertion into your accounting package, provision accounts for new hires, and much more.

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Actions

Actions are tasks that you add to your workflow. One action might update records in a third-party API, while another action might fetch a list of records.

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Triggers

Triggers cause workflows to run. Some triggers run on a schedule. Others are invoked by a webhook request, or poll an API for new data. If a connector does not have a built-in trigger, you can use a generic scheduled or webhook trigger.

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FAQs

Learn more about this connector and related integration functionality.

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Actions

Action Name	Action Description
Create Expense Rule	Create expense rules for a given employee on a given policy.
Update Expense Rules	Update a preexisting expense rule for a given employee on a given policy.
Get Policy	Gets specific information about listed policies.
List Policies	Gets a list of policies with some relevant information about them.
Create Policy	Creates a policy.
Update Policy	manage categories, tags and report fields on a policy.
Create Report	Creates a report, with transactions, in a user’s account.
Update Report Status	Update the status of a report.
Download Report	This job lets you download reports that were generated with the Report Exporter job.
Export Report	Export expense or report data in a configurable format for analysis or insertion into your accounting package.
Create Expense	Allows you to create expenses in a user’s account.
List Cards	Gets the list of credit cards that are assigned at the domain level.
Update Employee	Add, update or remove policy members
Raw Request	Send a raw HTTP request to the Expensify API

Triggers

Trigger Name	Trigger Description

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