Dropbox
Expensify
zapier

An automated workflow using zapier

Connects Dropbox + Expensify

Create Expensify expenses from new Dropbox files

About this workflow template

This automation scenario allows you to connect Dropbox and Expensify

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Dropbox and Expensify can also be integrated using automation tools other than zapier:

Diagram

Create Expensify expenses from new Dropbox files
Workflow diagram: Dropbox + Expensify integration

How it works?

When this trigger fires in Dropbox

Dropbox

New File in Folder in Dropbox

Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.

Then this action happens in Expensify

Expensify

Create Single Expense in Expensify

Creates a single expense item.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Expensify expenses from new Dropbox files.

Part I

Configure Applications

First, we need to connect Dropbox and Expensify to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Dropbox to Zapier.

    Connect Dropbox to Zapier.

    Give Zapier access to your Dropbox account, using Dropbox credentials.

  • Connect Expensify to Zapier.

    Connect Expensify to Zapier.

    Give Zapier access to your Expensify account, using Expensify credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Dropbox

    Set up a Trigger action for Dropbox

    Choose the following trigger: New File in Folder (Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.).

  • Then set up an Action for Expensify

    Then set up an Action for Expensify

    Choose this action: Create Single Expense (Creates a single expense item.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Dropbox and Expensify.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create Expensify expenses from new Dropbox files!

Supported triggers and actions

  • Dropbox

    New file in folder

    Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.

    zapierautomateio
    triggerbyzapierautomateio
  • Dropbox

    New file in your folder

    This Trigger fires every time any file is saved in the folder you specify. NOTE: will process up to 15 files per polling period.

    ifttt
    triggerbyifttt
  • Dropbox

    New or modified file or folder

    New or modified file or folder

    pipedream
    triggerbypipedream
  • Dropbox

    New folder

    Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • Dropbox

    Watch files

    Triggers when a file is added in a folder being watched. This module retrieves number of files/folders till 4000.

    integromat
    triggerbyintegromat
  • Dropbox

    New file

    Triggers when a new file is added to a specific folder.

    pabbly-connectpipedream
    triggerbypabbly-connectpipedream
  • Expensify

    Export report to pdf

    Given a Report ID (from a trigger), export that report to a PDF document.

    zapierintegratelypipedream
    actionbyzapierintegratelypipedream
  • Expensify

    Create expense

    This endpoint allows you to create expenses in a user’s account.

    pabbly-connectpipedream
    actionbypabbly-connectpipedream
  • Expensify

    Create single expense

    Creates a single expense item.

    zapierintegrately
    actionbyzapierintegrately
  • Expensify

    Create expense report

    Creates a new expense report.

    zapierintegrately
    actionbyzapierintegrately
  • Expensify

    Create an expense report

    Creates an expense report.

    integromat
    actionbyintegromat
  • Expensify

    Export a report

    Exports expense or report data and downloads it.

    integromat
    actionbyintegromat

Apps you need