An automated workflow using pipedream
Connects Zoom + Expensify
Export Report To PDF with Expensify API on Recording Completed from Zoom API
About this workflow template
This automation scenario allows you to connect Zoom 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
Zoom and Expensify can also be integrated using automation tools other than pipedream:
How it works?
When this trigger fires in Zoom
Recording Completed (Instant) in Zoom
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 Recording Completed from Zoom API.
Part I
Configure Applications
First, we need to connect Zoom and Expensify to Pipedream.
Create Pipedream account.
Create Pipedream account if you don't have one.
Connect Zoom to Pipedream.
Give Pipedream access to your Zoom account, using Zoom 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 Zoom
Choose the following trigger: Recording Completed (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 Zoom 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 Recording Completed from Zoom API!
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Supported triggers and actions
Meeting created (instant)
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triggerbypipedreamMeeting started (instant)
Meeting started (instant)
triggerbypipedreamRecording completed (instant)
Recording completed (instant)
triggerbypipedreamMeeting ended (instant)
Meeting ended (instant)
triggerbypipedreamCustom events
Custom events
triggerbypipedreamNew webinar registrant
Triggers when a new registrant is added to a Webinar.
triggerbyzapierautomateio
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
