Integrate Expensify with Shortcut

Send information between Expensify and Shortcut automatically, without writing any code, using Zoho Flow.

Build your own integrations between Expensify and Shortcut

Connect Expensify and Shortcut with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Expensify and Shortcut using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Policy created

Triggers when a new policy is created

Report created

Triggers when a new report is created

Report status changed

Triggers when the status of a report is changed to the selected option

Project created

Triggers when a new project is created

Comment added

Triggers when a new comment is added

Story created

Triggers when a new story is created in a project

Milestone created

Triggers when a new milestone is created

Epic created

Triggers when a new epic is created

All Actions - Actions are the automated tasks

Fetch report

Fetches the details of a specified report by report ID

Create expense item

Creates a single expense item

Create comment

Creates a new comment in a selected story

Create milestone

Creates a new milestone

Create project

Creates a new project

Create team

Creates a new team

Create label

Creates a new label

Create story

Creates a new story in the selected project

Create epic

Creates a new epic

Create category

Creates a new category

Create iteration

Creates a new iteration

Update epic

Updates the details of an existing epic

Update team

Update details of an existing team

Update story

Updates the details of an existing story

Update iteration

Update details of an existing iteration

Update label

Updates the details of an existing label

Fetch team

Fetch the details of an existing team using ID

Fetch epic

Fetch the details of an existing epic using ID

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.

What is Shortcut?

Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.

Project Management

Build comprehensive workflows using

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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