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

Worksheet added

Triggers when a new worksheet is added to the selected workbook

Row added

Triggers when a new row is added at the bottom of the selected worksheet

Row added in table

Triggers when a new row is added at the bottom of the selected table

Row added in Team Drive

Triggers when a new row is added to a spreadsheet in Team Drive

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

All Actions - Actions are the automated tasks

Add row to table

Adds a new row to the bottom of the selected table

Add row in Team Drive

Adds a new row in the selected spreadsheet in your Team Drive

Add row

Adds a new row to the bottom of the selected worksheet

Update row in TeamDrive

Updates a new row in your excel sheet from you team drive

Update row

Updates the details of an existing row

Find row

Finds a row based on column value

Find row in Team Drive

Finds a row from your spreadsheet in your Team Drive

Fetch report

Fetches the details of a specified report by report ID

Create expense item

Creates a single expense item

What is Excel?

Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.

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

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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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