Expensify integration with Expensify
How to Save new Expensify reports as PDFs and upload them to Box
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Save new Expensify reports as PDFs and upload them to Box" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Expensify integrations
Expense management doesn't have to be a time suck. With Expensify and Nekton, you can automatically organize receipts, create reports, and export data. Reimburse your employees quickly and efficiently and keep track of company expenses without wasting time on manual data entry. With Nekton, you can connect Expensify to all your other business tools to ensure a simple and seamless expense reporting process.
Expensify actions
Nekton can use any feature that is available in Expensify API.
Using our advanced AI, you can easily create custom automations for Expensify.
Here are some typical actions you can do in your automated workflows.
Create Single Expense
Creates a single expense item.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Find Report
Retrieves a specific expense report, using the report's number.
Create Expense Report
Export Report to PDF
Given a Report ID (from a trigger), export that report to a PDF document.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Nekton doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
About Expensify
Expensify is an application that makes it easy to import expenses directly from a credit card to create expense reports quickly and easily.