Integrate Expensify with Shortcut
Send information between Expensify and Shortcut automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Expensify and Shortcut 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
Story created
Triggers when a new story is created in a project
Epic created
Triggers when a new epic is created
Project created
Triggers when a new project is created
Milestone created
Triggers when a new milestone is created
Comment added
Triggers when a new comment is added
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 project
Creates a new project
Create milestone
Creates a new milestone
Create team
Creates a new team
Create comment
Creates a new comment in a selected story
Create category
Creates a new category
Create label
Creates a new label
Create story
Creates a new story in the selected project
Create iteration
Creates a new iteration
Create epic
Creates a new epic
Update iteration
Update details of an existing iteration
Update epic
Updates the details of an existing epic
Update team
Update details of an existing team
Update label
Updates the details of an existing label
Update story
Updates the details of an existing story
Fetch epic
Fetch the details of an existing epic using ID
Fetch team
Fetch the details of an existing team using 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.
Similar apps
What is Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
Similar apps
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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