An automated workflow using pipedream
Connects Slack + Expensify
Export Report To PDF with Expensify API on New Message In Channels (Instant) from Slack API
About this workflow template
This automation scenario allows you to connect Slack and Expensify
It can be build using Pipedream, a no-code workflow automation tool. Pipedream 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.
Categories
Slack and Expensify can also be integrated using automation tools other than pipedream:
How it works?
When this trigger fires in Slack
New Message In Channels (Instant) in Slack
Then this action happens in Expensify
Export Report To PDF in Expensify
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Export Report To PDF with Expensify API on New Message In Channels (Instant) from Slack API.
Part I
Configure Applications
First, we need to connect Slack and Expensify to Pipedream.
Create Pipedream account.
Create Pipedream account if you don't have one.
Connect Slack to Pipedream.
Give Pipedream access to your Slack account, using Slack credentials.
Connect Expensify to Pipedream.
Give Pipedream 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 Pipedream.
Set up a Trigger action for Slack
Choose the following trigger: New Message In Channels (Instant) (null).
Then set up an Action for Expensify
Choose this action: Export Report To PDF (null).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Slack and Expensify.
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 Export Report To PDF with Expensify API on New Message In Channels (Instant) from Slack API!
Related Automation Templates
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectalbatoNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Export report to pdf
Given a Report ID (from a trigger), export that report to a PDF document.
actionbyzapierintegratelypipedreamCreate expense
This endpoint allows you to create expenses in a user’s account.
actionbypabbly-connectpipedreamCreate single expense
Creates a single expense item.
actionbyzapierintegratelyCreate expense report
Creates a new expense report.
actionbyzapierintegratelyCreate an expense report
Creates an expense report.
actionbyintegromatExport a report
Exports expense or report data and downloads it.
actionbyintegromat
Apps you need
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
Pipedream
A low code integration platform for developers that allows you to connect APIs quickly
Pipedream is a low code integration platform for developers, which helps to connect APIs fast.
