Integrate Fieldbook with Expensify

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

Explore prebuilt integration flows to get started

[esc]

Create Expensify expenses for new Fieldbook rows

If you are logging all your expenses in Fieldbook, this flow can move the info to your accounting app automatically. It creates a new expense on Expensify each time a row is added to a specific sheet on Fieldbook.

How it works

1. A new row is added in Fieldbook.

2. Zoho Flow creates a new expense on Expensify.

+

Create Expensify expenses for new Fieldbook rows

Fieldbook + Expensify

Build your own integrations between Fieldbook and Expensify

Connect Fieldbook and Expensify with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Fieldbook and Expensify using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Updated Row

Triggers when a row is updated in the selected sheet

New Row

Triggers when a new row is added to the selected sheet

Report created

Triggers when a new report is created

Report status changed

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

Policy created

Triggers when a new policy is created

All Actions - Actions are the automated tasks

Create Row

Creates a new row in the selected sheet

Create expense item

Creates a single expense item

Fetch report

Fetches the details of a specified report by report ID

What is Fieldbook?

Fieldbook is database software that helps you organize data into spreadsheets. You can link your sheets together, collaborate with your team, and import, edit, or add data.

Spreadsheet

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.

Build comprehensive workflows using

Webhook triggers

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

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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!

Josh Lucas

Head of Operations, AAA Band Rentals

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY