Integrate Excel with Expensify
Send information between Excel and Expensify automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Excel and Expensify using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New worksheet
Triggers when a new worksheet is added to the selected workbook
New row in table
Triggers when a new row is added at the bottom of the selected table
New row
Triggers when a new row is added at the bottom of the selected worksheet
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
Add row
Adds a new row to the bottom of the selected worksheet
Add row to table
Adds a new row to the bottom of the selected table
Update row
Updates the details of an existing row
Find row
Finds a row based on a column value
Create expense item
Creates a single expense item
Fetch report
Fetches the details of a specified report by report ID
What is Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
Similar apps
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.
Similar apps
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.
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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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