Integrate Expensify with Asana

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

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Supported triggers and actions

Integrate Expensify and Asana using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Task section changed

Triggers when a change is made in a task section

Workspace or organization created

Triggers when a new workspace or organization is created

Project created

Triggers when a new project is created

Team created

Triggers when a team is created in the selected organization

Project updated

Triggers when the details of an existing project are updated

Tag added

Triggers when a new tag is added in the selected workspace

Task completed

Triggers when an existing task is completed

User added

Triggers when a new user is added in the selected workspace

Task created

Triggers when a new task is created

Task updated

Triggers when the details of an existing task are updated

Task tagged

Triggers when a task is tagged in the selected project

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 project in team

Creates a new project in the selected team

Add task to section

Adds a new task to the specified section

Duplicate project

Creates a duplicate copy of an existing project with a different name

Create subtask

Creates a new subtask under the specified task

Create story

Creates a new story for the specified task

Create project in workspace

Creates a new project in the selected workspace

Create task

Creates a new task in the selected project

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Fetch task

Fetches a task by its GID

Fetch user

Fetches the details of an existing user by email

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.

Accounting Popular Premium

What is Asana?

Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more.

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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