Integrate Fieldbook with Expensify
Send information between Fieldbook and Expensify automatically, without writing any code, using Zoho Flow.
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Create Expensify expenses for new Fieldbook rows
If you are logging all your expenses in Fieldbook, this flow can move
the info to your accounting app automatically. It creates a new
expense on Expensify each time a row is added to a specific sheet on Fieldbook.
How it works
1. A new row is added in Fieldbook.
2. Zoho Flow creates a new expense on Expensify.
Create Expensify expenses for new Fieldbook rows
Fieldbook + Expensify
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Supported triggers and actions
Integrate Fieldbook and Expensify using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Row
Triggers when a new row is added to the selected sheet
Updated Row
Triggers when a row is updated in the selected sheet
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
Create Row
Creates a new row in the selected sheet
Fetch report
Fetches the details of a specified report by report ID
Create expense item
Creates a single expense item
What is Fieldbook?
Fieldbook is database software that helps you organize data into spreadsheets. You can link your sheets together, collaborate with your team, and import, edit, or add data.
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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.
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