Integrate Expensify with Freee

Send information between Expensify and Freee automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Expensify and Freee using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Policy created

Triggers when a new policy is created

Report status changed

Triggers when the status of a report is changed to the selected option

Report created

Triggers when a new report is created

Transaction added

Triggers when a new transaction is added for the selected company

Item added

Triggers when a new item is added under the selected company

Invoice added

Triggers when a new invoice is added for the selected company

Partner added

Triggers when a new partner is created

All Actions - Actions are the automated tasks

Fetch report

Fetches the details of a specified report by report ID

Create expense item

Creates a single expense item

Create transaction

Creates a new transaction for the selected company

Create item

Creates a new item under the selected company

Create partner

Creates a new partner for the selected company

Create invoice

Creates a new invoice for the selected company

Update partner

Updates the details of an existing partner

Fetch supplier by name

Fetches the details of an existing supplier by name

Fetch tax by code

Fetches the details of a tax by code

Fetch tag by ID

Fetches a tag by ID

Fetch company by ID

Fetches the details of an existing company by ID

Fetch tag by name

Fetches a tag by name

Fetch walletable account by ID

Fetches the details of a walletable account by ID

Fetch department by ID

Fetches the details of an existing department by ID

Fetch supplier by ID

Fetches the details of an existing supplier by ID

Fetch account item by ID

Fetches the details of an existing account item by ID

Fetch account item by name

Fetches the details of an existing account item by name

Fetch item by ID

Fetches the details of an existing item by ID

What is Expensify?

Expensify is expense management software that provides invoicing, bill processing, and other related financial tools and services. You can set up automatic approval, duplicate expense detection, and also inbox and guided review.

What is Freee?

Freee is a cloud-based accounting and HR software that simplifies key tasks such as accounting, settlement, management analysis, and departmental income and expenditure management.

Accounting HR

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Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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