

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

Report created
Triggers when a new report is created

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

Milestone created
Triggers when a new milestone is created

Story created
Triggers when a new story is created in a project

Comment added
Triggers when a new comment is added

Project created
Triggers when a new project is created

Epic created
Triggers when a new epic is created
All Actions - Actions are the automated tasks

Create expense item
Creates a single expense item

Fetch report
Fetches the details of a specified report by report ID

Create team
Creates a new team

Create iteration
Creates a new iteration

Create category
Creates a new category

Create story
Creates a new story in the selected project

Create milestone
Creates a new milestone

Create epic
Creates a new epic

Create comment
Creates a new comment in a selected story

Create project
Creates a new project

Create label
Creates a new label

Update epic
Updates the details of an existing epic

Update label
Updates the details of an existing label

Update iteration
Update details of an existing iteration

Update story
Updates the details of an existing story

Update team
Update details of an existing team

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.
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